+280.1%
KEEL vs FIVN
-51.8%
+331.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -6.9% | -7.1% |
| 7D | +2.7% | -11.3% | +14.0% | +8.2% |
| 30D | +4.6% | -7.3% | +11.9% | +6.6% |
| 3M | -34.5% | +41.7% | -76.2% | -48.5% |
| 6M | +59.3% | +78.3% | -19.0% | +4.2% |
| YTD | +46.4% | +50.9% | -4.5% | +2.1% |
| 1Y | +96.6% | +19.7% | +76.9% | +56.0% |
| 3Y | +182.0% | -55.7% | +237.7% | +264.9% |
| 5Y | -38.2% | -82.6% | +44.3% | +31.3% |
| All | +280.1% | -51.8% | +331.9% | +522.8% |
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