+138.0%
ARMK vs FIVN
+105.2%
+32.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.9% |
| 7D | +0.3% | -9.6% | +9.9% | +1.3% |
| 30D | +2.4% | -11.9% | +14.3% | +3.5% |
| 3M | +6.1% | +40.1% | -34.0% | +1.5% |
| 6M | +41.8% | +68.3% | -26.6% | +31.6% |
| YTD | +55.5% | +51.5% | +4.1% | +45.5% |
| 1Y | +49.6% | +15.1% | +34.5% | +44.1% |
| 3Y | +122.8% | -55.6% | +178.3% | +132.1% |
| 5Y | +151.0% | -82.4% | +233.4% | +173.4% |
| 10Y | +138.0% | +114.5% | +23.5% | +106.8% |
| All | +138.0% | +105.2% | +32.7% | +106.8% |
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