-79.7%
AMIX vs FIVN
+27.5%
-107.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.3% |
| 7D | -13.7% | -2.3% | -11.4% | -13.2% |
| 30D | -62.1% | +12.4% | -74.5% | -63.9% |
| 3M | -46.2% | +36.0% | -82.2% | -49.1% |
| 6M | -46.4% | +86.0% | -132.4% | -51.9% |
| YTD | -60.3% | +65.9% | -126.2% | -65.6% |
| 1Y | -79.7% | +26.5% | -106.2% | -80.2% |
| All | -79.7% | +27.5% | -107.1% | -80.2% |
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