-58.9%
AMC vs FIVN
-56.5%
-2.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.4% | -1.9% |
| 7D | +3.5% | -2.8% | +6.3% | +4.3% |
| 30D | +12.5% | -17.4% | +29.9% | +17.4% |
| 3M | +23.6% | -19.2% | +42.7% | +29.0% |
| 6M | +144.4% | +29.4% | +115.0% | +122.2% |
| YTD | +108.3% | +36.3% | +72.1% | +81.8% |
| 1Y | +38.9% | +33.5% | +5.4% | +21.9% |
| 3Y | -58.9% | -56.8% | -2.0% | -48.9% |
| All | -58.9% | -56.5% | -2.4% | -48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling