+22.6%
KEY vs FIVN
+36.6%
-14.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | -0.1% |
| 7D | +0.5% | -22.4% | +22.9% | +1.6% |
| 30D | +6.9% | -23.8% | +30.6% | +8.0% |
| 3M | -5.0% | -19.5% | +14.5% | -4.3% |
| 6M | +0.7% | +25.6% | -24.8% | -1.0% |
| YTD | +6.5% | +38.4% | -31.9% | +5.8% |
| 1Y | +22.6% | +33.7% | -11.1% | +23.0% |
| All | +22.6% | +36.6% | -14.0% | +23.0% |
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