+1,071.7%
KEYS vs FIVN
+603.0%
+468.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.2% |
| 7D | +2.9% | -9.6% | +12.5% | +4.8% |
| 30D | -1.3% | -11.9% | +10.6% | +0.6% |
| 3M | -0.1% | +40.1% | -40.2% | -8.0% |
| 6M | +17.4% | +68.3% | -51.0% | +1.9% |
| YTD | +62.9% | +51.5% | +11.4% | +43.3% |
| 1Y | +95.7% | +15.1% | +80.6% | +82.1% |
| 3Y | +150.2% | -55.6% | +205.8% | +171.9% |
| 5Y | +83.1% | -82.4% | +165.5% | +126.7% |
| 10Y | +1,020.9% | +114.5% | +906.5% | +801.4% |
| All | +1,071.7% | +603.0% | +468.7% | +775.1% |
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