+179.8%
KDP vs FIVN
+105.2%
+74.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -1.3% |
| 7D | -1.6% | -9.6% | +8.0% | -1.0% |
| 30D | +9.5% | -11.9% | +21.4% | +10.2% |
| 3M | +2.6% | +40.1% | -37.5% | +0.5% |
| 6M | +15.6% | +68.3% | -52.7% | +11.5% |
| YTD | +17.3% | +51.5% | -34.1% | +13.6% |
| 1Y | +20.1% | +15.1% | +5.0% | +18.1% |
| 3Y | +4.9% | -55.6% | +60.5% | +7.9% |
| 5Y | +5.0% | -82.4% | +87.4% | +12.6% |
| 10Y | +179.8% | +114.5% | +65.3% | +166.2% |
| All | +179.8% | +105.2% | +74.6% | +166.2% |
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