+547.9%
KGC vs FIVN
-54.4%
+602.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.8% | -2.1% |
| 7D | +2.4% | -8.2% | +10.7% | +2.8% |
| 30D | +9.2% | -8.1% | +17.3% | +9.5% |
| 3M | +16.7% | +34.9% | -18.2% | +15.7% |
| 6M | -7.0% | +72.6% | -79.6% | -8.9% |
| YTD | +7.5% | +55.8% | -48.3% | +5.7% |
| 1Y | +34.4% | +17.1% | +17.2% | +34.3% |
| All | +547.9% | -54.4% | +602.3% | +609.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling