+125.4%
ARMK vs FIVN
-55.5%
+180.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.1% | +7.5% | +1.9% |
| 7D | +1.7% | -8.2% | +9.9% | +2.4% |
| 30D | +3.1% | -8.1% | +11.2% | +3.7% |
| 3M | +9.2% | +34.9% | -25.7% | +5.1% |
| 6M | +43.7% | +72.6% | -29.0% | +33.2% |
| YTD | +57.4% | +55.8% | +1.6% | +47.3% |
| 1Y | +51.9% | +17.1% | +34.7% | +48.0% |
| 3Y | +125.4% | -54.3% | +179.7% | +136.6% |
| All | +125.4% | -55.5% | +180.9% | +136.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling