+72.8%
BKR vs FIVN
+280.5%
-207.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.6% |
| 7D | -6.7% | -11.3% | +4.6% | -5.8% |
| 30D | -8.3% | -7.3% | -1.1% | -7.9% |
| 3M | -5.4% | +41.7% | -47.1% | -8.8% |
| 6M | +0.8% | +78.3% | -77.5% | -5.5% |
| YTD | +31.8% | +50.9% | -19.0% | +25.1% |
| 1Y | +28.6% | +19.7% | +8.9% | +24.3% |
| 3Y | +71.2% | -55.7% | +127.0% | +75.9% |
| 5Y | +179.2% | -82.6% | +261.8% | +199.2% |
| 10Y | +124.0% | +113.6% | +10.3% | +87.6% |
| All | +72.8% | +280.5% | -207.7% | +35.1% |
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