+587.2%
KGC vs FIVN
+86.2%
+501.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.5% |
| 7D | -6.7% | -2.8% | -3.8% | -6.4% |
| 30D | -6.7% | -17.4% | +10.8% | -5.5% |
| 3M | -22.6% | -19.2% | -3.4% | -21.6% |
| 6M | -33.4% | +29.4% | -62.8% | -35.3% |
| YTD | -26.0% | +36.3% | -62.2% | -29.1% |
| 1Y | -18.3% | +33.5% | -51.8% | -21.6% |
| 3Y | +315.8% | -56.8% | +372.6% | +335.5% |
| 5Y | +225.7% | -83.0% | +308.7% | +258.9% |
| All | +587.2% | +86.2% | +501.0% | +682.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling