+71.9%
AXON vs FIVN
-81.9%
+153.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.8% | -4.1% |
| 7D | -28.7% | -19.3% | -9.4% | -22.9% |
| 30D | -28.3% | -20.7% | -7.6% | -22.1% |
| 3M | -46.9% | -15.1% | -31.8% | -44.2% |
| 6M | -24.9% | +30.6% | -55.5% | -31.7% |
| YTD | -46.6% | +44.0% | -90.6% | -54.3% |
| 1Y | -49.7% | +45.5% | -95.2% | -57.3% |
| 3Y | +40.6% | -52.8% | +93.3% | +61.4% |
| 5Y | +71.9% | -82.6% | +154.5% | +185.3% |
| All | +71.9% | -81.9% | +153.8% | +185.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling