-91.6%
AMIX vs FIVN
+23.8%
-115.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -17.6% | +17.6% | +3.4% |
| 7D | -16.0% | -22.6% | +6.6% | -12.0% |
| 30D | -55.4% | -16.8% | -38.7% | -54.0% |
| 3M | -87.5% | -0.9% | -86.6% | -87.9% |
| 6M | -81.2% | +28.4% | -109.6% | -81.6% |
| YTD | -86.8% | +40.2% | -127.1% | -88.9% |
| 1Y | -91.6% | +30.5% | -122.1% | -93.4% |
| All | -91.6% | +23.8% | -115.4% | -93.4% |
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