+402.1%
AME vs FIVN
+318.5%
+83.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.8% |
| 7D | +0.6% | -2.3% | +2.9% | +0.8% |
| 30D | -6.7% | +12.4% | -19.1% | -8.1% |
| 3M | +4.1% | +36.0% | -31.9% | +0.1% |
| 6M | +1.6% | +86.0% | -84.4% | -6.6% |
| YTD | +16.1% | +65.9% | -49.8% | +7.7% |
| 1Y | +27.3% | +26.5% | +0.8% | +21.6% |
| 3Y | +50.9% | -54.2% | +105.1% | +57.8% |
| 5Y | +81.4% | -80.5% | +161.8% | +101.4% |
| 10Y | +417.0% | +109.6% | +307.3% | +336.7% |
| All | +402.1% | +318.5% | +83.6% | +292.9% |
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 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