+150.9%
KEY vs FIVN
+318.5%
-167.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.6% |
| 7D | +2.2% | -2.3% | +4.5% | +2.5% |
| 30D | -3.0% | +12.4% | -15.4% | -4.9% |
| 3M | +3.3% | +36.0% | -32.7% | -1.6% |
| 6M | +9.2% | +86.0% | -76.8% | -1.5% |
| YTD | +10.6% | +65.9% | -55.3% | +1.0% |
| 1Y | +20.4% | +26.5% | -6.1% | +13.7% |
| 3Y | +121.8% | -54.2% | +176.1% | +131.9% |
| 5Y | +41.1% | -80.5% | +121.6% | +53.7% |
| 10Y | +168.5% | +109.6% | +58.9% | +114.6% |
| All | +150.9% | +318.5% | -167.6% | +84.4% |
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