-99.9%
AMIX vs FIVN
-64.2%
-35.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.9% | +12.7% | +9.2% |
| 7D | +11.4% | -22.4% | +33.9% | +13.8% |
| 30D | -40.5% | -23.8% | -16.8% | -39.2% |
| 3M | -80.1% | -19.5% | -60.6% | -79.8% |
| 6M | -74.8% | +25.6% | -100.4% | -74.8% |
| YTD | -84.0% | +38.4% | -122.4% | -84.2% |
| 1Y | -89.7% | +33.7% | -123.4% | -89.8% |
| All | -99.9% | -64.2% | -35.8% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling