-91.7%
AMIX vs FIVN
+36.2%
-127.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.2% | -21.2% | -20.2% |
| 7D | -8.1% | -22.8% | +14.7% | -4.1% |
| 30D | -52.3% | -21.3% | -31.0% | -50.4% |
| 3M | -83.8% | -14.0% | -69.8% | -83.5% |
| 6M | -79.0% | +31.1% | -110.1% | -79.2% |
| YTD | -87.2% | +40.0% | -127.2% | -89.9% |
| 1Y | -91.7% | +38.1% | -129.8% | -93.2% |
| All | -91.7% | +36.2% | -127.9% | -93.2% |
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