+2,826.6%
AXON vs FIVN
+318.5%
+2,508.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.4% | -1.7% | -3.5% |
| 7D | -14.2% | -2.3% | -11.9% | -13.6% |
| 30D | -15.4% | +12.4% | -27.8% | -18.2% |
| 3M | +0.5% | +36.0% | -35.5% | -7.8% |
| 6M | -9.5% | +86.0% | -95.5% | -24.7% |
| YTD | -9.2% | +65.9% | -75.1% | -22.9% |
| 1Y | -29.4% | +26.5% | -55.9% | -36.0% |
| 3Y | +139.4% | -54.2% | +193.6% | +168.2% |
| 5Y | +178.9% | -80.5% | +259.4% | +265.5% |
| 10Y | +1,840.8% | +109.6% | +1,731.2% | +1,635.0% |
| All | +2,826.6% | +318.5% | +2,508.1% | +2,497.8% |
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