+497.4%
KDP vs FIVN
+253.1%
+244.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.7% |
| 7D | +4.0% | -22.8% | +26.7% | +5.1% |
| 30D | +16.8% | -21.3% | +38.1% | +17.9% |
| 3M | +32.0% | -14.0% | +46.0% | +32.6% |
| 6M | +35.2% | +31.1% | +4.0% | +32.6% |
| YTD | +40.9% | +40.0% | +0.9% | +37.2% |
| 1Y | +47.7% | +38.1% | +9.6% | +43.8% |
| 3Y | +34.8% | -55.7% | +90.5% | +37.5% |
| 5Y | +22.6% | -82.5% | +105.1% | +29.0% |
| 10Y | +266.4% | +92.4% | +174.0% | +251.2% |
| All | +497.4% | +253.1% | +244.3% | +453.2% |
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 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