+15.2%
KDP vs FIVN
+27.5%
-12.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.8% |
| 7D | +1.3% | -2.3% | +3.6% | +1.3% |
| 30D | +6.0% | +12.4% | -6.4% | +5.8% |
| 3M | +9.2% | +36.0% | -26.8% | +8.3% |
| 6M | +14.7% | +86.0% | -71.3% | +14.9% |
| YTD | +19.2% | +65.9% | -46.7% | +19.7% |
| 1Y | +15.2% | +26.5% | -11.3% | +11.7% |
| All | +15.2% | +27.5% | -12.3% | +11.7% |
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