+461.7%
KGC vs FIVN
-82.0%
+543.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.0% | +0.5% |
| 7D | -0.1% | -9.6% | +9.5% | +0.7% |
| 30D | +10.5% | -11.9% | +22.4% | +11.5% |
| 3M | +19.8% | +40.1% | -20.3% | +16.2% |
| 6M | -6.7% | +68.3% | -75.0% | -11.6% |
| YTD | +7.8% | +51.5% | -43.7% | +2.7% |
| 1Y | +35.7% | +15.1% | +20.5% | +32.7% |
| 3Y | +553.7% | -55.6% | +609.3% | +602.3% |
| 5Y | +461.7% | -82.4% | +544.1% | +472.7% |
| All | +461.7% | -82.0% | +543.7% | +472.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling