-45.3%
KEEL vs FIVN
+55.4%
-100.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -4.1% |
| 7D | -13.6% | -3.4% | -10.2% | -13.6% |
| 30D | -39.1% | +5.8% | -44.9% | -39.0% |
| 3M | -48.9% | +22.0% | -70.9% | -48.7% |
| 6M | -35.4% | +55.7% | -91.1% | -35.1% |
| YTD | -10.6% | +81.3% | -91.9% | -18.9% |
| 1Y | -45.3% | +58.0% | -103.3% | -49.7% |
| All | -45.3% | +55.4% | -100.7% | -49.7% |
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