+226.8%
ARMK vs FIVN
+318.5%
-91.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.6% |
| 7D | -2.4% | -2.3% | -0.1% | -2.2% |
| 30D | 0.0% | +12.4% | -12.4% | -1.5% |
| 3M | +6.7% | +36.0% | -29.4% | +2.7% |
| 6M | +38.8% | +86.0% | -47.2% | +28.3% |
| YTD | +55.2% | +65.9% | -10.8% | +44.6% |
| 1Y | +46.6% | +26.5% | +20.1% | +40.3% |
| 3Y | +112.9% | -54.2% | +167.1% | +120.3% |
| 5Y | +144.0% | -80.5% | +224.4% | +162.5% |
| 10Y | +132.4% | +109.6% | +22.8% | +97.0% |
| All | +226.8% | +318.5% | -91.7% | +166.1% |
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