+405.3%
KDP vs FIVN
+318.5%
+86.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.6% | -0.8% |
| 7D | +1.3% | -2.3% | +3.6% | +1.4% |
| 30D | +6.0% | +12.4% | -6.4% | +5.3% |
| 3M | +9.2% | +36.0% | -26.8% | +7.3% |
| 6M | +14.7% | +86.0% | -71.3% | +10.7% |
| YTD | +19.2% | +65.9% | -46.7% | +15.5% |
| 1Y | +15.2% | +26.5% | -11.3% | +12.9% |
| 3Y | +6.0% | -54.2% | +60.2% | +8.2% |
| 5Y | +5.4% | -80.5% | +85.9% | +10.5% |
| 10Y | +171.9% | +109.6% | +62.2% | +159.5% |
| All | +405.3% | +318.5% | +86.8% | +365.4% |
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