+7.9%
AMT vs FIVN
-55.5%
+63.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.1% | +0.1% |
| 7D | -0.2% | -8.2% | +8.1% | +0.1% |
| 30D | +1.8% | -8.1% | +10.0% | +2.0% |
| 3M | -6.2% | +34.9% | -41.1% | -7.1% |
| 6M | -5.0% | +72.6% | -77.6% | -6.4% |
| YTD | +2.1% | +55.8% | -53.7% | +0.6% |
| 1Y | -5.7% | +17.1% | -22.9% | -6.5% |
| 3Y | +7.9% | -54.3% | +62.2% | +13.0% |
| All | +7.9% | -55.5% | +63.4% | +13.0% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling