-98.4%
AMC vs FIVN
+318.5%
-416.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.8% | +4.8% |
| 7D | +2.3% | -2.3% | +4.6% | +2.7% |
| 30D | -0.7% | +12.4% | -13.1% | -3.2% |
| 3M | +35.2% | +36.0% | -0.8% | +26.6% |
| 6M | +124.6% | +86.0% | +38.6% | +96.9% |
| YTD | +69.9% | +65.9% | +3.9% | +51.1% |
| 1Y | -2.6% | +26.5% | -29.1% | -9.3% |
| 3Y | -79.8% | -54.2% | -25.6% | -78.3% |
| 5Y | -99.4% | -80.5% | -18.9% | -99.3% |
| 10Y | -98.9% | +109.6% | -208.5% | -99.1% |
| All | -98.4% | +318.5% | -416.9% | -99.0% |
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