+58.0%
AME vs FIVN
-54.4%
+112.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.1% | +6.1% | +0.4% |
| 7D | +2.8% | -8.2% | +11.0% | +3.4% |
| 30D | -6.3% | -8.1% | +1.9% | -5.8% |
| 3M | +5.4% | +34.9% | -29.5% | +2.5% |
| 6M | +7.4% | +72.6% | -65.2% | +1.3% |
| YTD | +16.2% | +55.8% | -39.6% | +10.5% |
| 1Y | +26.8% | +17.1% | +9.7% | +25.6% |
| All | +58.0% | -54.4% | +112.4% | +69.6% |
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