-81.2%
AMIX vs FIVN
+17.0%
-98.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -17.6% | +17.6% | +4.8% |
| 7D | -16.0% | -22.6% | +6.6% | -10.3% |
| 30D | -55.4% | -16.8% | -38.7% | -53.4% |
| 3M | -87.5% | -0.9% | -86.6% | -88.2% |
| 6M | -81.2% | +28.4% | -109.6% | -79.7% |
| All | -81.2% | +17.0% | -98.2% | -79.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling