+1,620.7%
AXON vs FIVN
+263.1%
+1,357.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.8% | -3.9% |
| 7D | -28.7% | -19.3% | -9.4% | -24.0% |
| 30D | -28.3% | -20.7% | -7.6% | -23.3% |
| 3M | -46.9% | -15.1% | -31.8% | -44.6% |
| 6M | -24.9% | +30.6% | -55.5% | -30.4% |
| YTD | -46.6% | +44.0% | -90.6% | -52.9% |
| 1Y | -49.7% | +45.5% | -95.2% | -55.9% |
| 3Y | +40.6% | -52.8% | +93.3% | +56.9% |
| 5Y | +71.9% | -82.6% | +154.5% | +133.5% |
| 10Y | +1,180.9% | +109.4% | +1,071.5% | +1,075.0% |
| All | +1,620.7% | +263.1% | +1,357.5% | +1,486.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling