+660.5%
KGC vs FIVN
+118.5%
+542.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.6% |
| 7D | -5.6% | -7.8% | +2.2% | -5.1% |
| 30D | +6.1% | -1.7% | +7.9% | +6.2% |
| 3M | +17.3% | +47.2% | -29.9% | +13.7% |
| 6M | -10.3% | +82.7% | -93.0% | -15.2% |
| YTD | +3.9% | +52.9% | -49.1% | -0.7% |
| 1Y | +25.7% | +17.5% | +8.3% | +22.7% |
| 3Y | +526.0% | -55.8% | +581.8% | +554.8% |
| 5Y | +455.5% | -82.3% | +537.8% | +504.8% |
| All | +660.5% | +118.5% | +542.0% | +856.5% |
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