+120.2%
BKR vs FIVN
+118.5%
+1.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.7% |
| 7D | -7.0% | -7.8% | +0.9% | -6.4% |
| 30D | -8.1% | -1.7% | -6.4% | -8.1% |
| 3M | -6.6% | +47.2% | -53.8% | -10.4% |
| 6M | +0.9% | +82.7% | -81.9% | -5.9% |
| YTD | +31.1% | +52.9% | -21.8% | +24.0% |
| 1Y | +27.7% | +17.5% | +10.2% | +23.6% |
| 3Y | +71.2% | -55.8% | +127.0% | +75.8% |
| 5Y | +177.6% | -82.3% | +260.0% | +196.1% |
| All | +120.2% | +118.5% | +1.6% | +96.2% |
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