+9.7%
BKR vs FIVN
+55.4%
-45.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.6% | -7.2% | -5.5% |
| 7D | -8.8% | -3.4% | -5.4% | -8.8% |
| 30D | -13.1% | +5.8% | -18.8% | -13.1% |
| 3M | -18.9% | +22.0% | -40.9% | -18.8% |
| 6M | -27.2% | +55.7% | -83.0% | -27.3% |
| YTD | +10.7% | +81.3% | -70.6% | +9.3% |
| 1Y | +9.7% | +58.0% | -48.3% | +9.1% |
| All | +9.7% | +55.4% | -45.7% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling