-49.9%
KHC vs FIVN
+86.2%
-136.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +2.7% |
| 7D | +2.0% | -2.8% | +4.9% | +2.1% |
| 30D | +10.6% | -17.4% | +28.0% | +11.3% |
| 3M | +0.5% | -19.2% | +19.7% | +1.1% |
| 6M | +12.1% | +29.4% | -17.3% | +10.8% |
| YTD | +8.9% | +36.3% | -27.4% | +7.2% |
| 1Y | +7.5% | +33.5% | -26.0% | +5.8% |
| 3Y | -10.7% | -56.8% | +46.1% | -10.4% |
| 5Y | -13.2% | -83.0% | +69.8% | -10.7% |
| All | -49.9% | +86.2% | -136.1% | -53.6% |
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