+11.4%
AMCR vs FIVN
+27.5%
-16.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.6% |
| 7D | -3.3% | -2.3% | -1.0% | -3.2% |
| 30D | -5.4% | +12.4% | -17.8% | -5.7% |
| 3M | +20.0% | +36.0% | -16.1% | +19.3% |
| 6M | 0.0% | +86.0% | -85.9% | -0.7% |
| YTD | +11.5% | +65.9% | -54.4% | +10.2% |
| 1Y | +11.4% | +26.5% | -15.1% | +10.2% |
| All | +11.4% | +27.5% | -16.1% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling