+698.5%
KGC vs FIVN
+318.5%
+380.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.2% | -2.1% |
| 7D | -1.3% | -2.3% | +1.0% | -1.1% |
| 30D | +20.3% | +12.4% | +7.9% | +19.2% |
| 3M | +8.1% | +36.0% | -27.9% | +5.6% |
| 6M | -8.8% | +86.0% | -94.7% | -13.4% |
| YTD | +10.1% | +65.9% | -55.9% | +5.1% |
| 1Y | +44.2% | +26.5% | +17.7% | +40.2% |
| 3Y | +533.0% | -54.2% | +587.2% | +555.4% |
| 5Y | +443.0% | -80.5% | +523.5% | +479.5% |
| 10Y | +678.6% | +109.6% | +568.9% | +684.8% |
| All | +698.5% | +318.5% | +380.0% | +609.2% |
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