+40.8%
KEY vs FIVN
-81.8%
+122.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | -0.6% |
| 7D | +2.7% | -8.2% | +11.0% | +4.4% |
| 30D | -3.2% | -8.1% | +4.9% | -1.9% |
| 3M | +1.0% | +34.9% | -33.9% | -6.0% |
| 6M | +11.9% | +72.6% | -60.8% | -3.1% |
| YTD | +8.7% | +55.8% | -47.1% | -4.3% |
| 1Y | +18.5% | +17.1% | +1.3% | +10.8% |
| 3Y | +124.0% | -54.3% | +178.3% | +145.4% |
| 5Y | +40.8% | -81.6% | +122.4% | +63.9% |
| All | +40.8% | -81.8% | +122.6% | +63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling