+209.6%
ARMK vs FIVN
+253.1%
-43.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -1.9% | -0.9% |
| 7D | +2.8% | -22.8% | +25.6% | +5.0% |
| 30D | -1.8% | -21.3% | +19.5% | +0.1% |
| 3M | -10.9% | -14.0% | +3.1% | -10.3% |
| 6M | +21.2% | +31.1% | -9.9% | +16.2% |
| YTD | +47.0% | +40.0% | +7.0% | +38.4% |
| 1Y | +42.9% | +38.1% | +4.8% | +34.6% |
| 3Y | +95.0% | -55.7% | +150.7% | +101.3% |
| 5Y | +106.2% | -82.5% | +188.7% | +123.5% |
| 10Y | +131.6% | +92.4% | +39.2% | +97.2% |
| All | +209.6% | +253.1% | -43.5% | +154.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling