-2.2%
KHC vs FIVN
+15.3%
-17.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -2.5% | -11.3% | +8.8% | -1.8% |
| 30D | +0.5% | -7.3% | +7.8% | +0.9% |
| 3M | +3.0% | +41.7% | -38.7% | +1.5% |
| 6M | +6.6% | +78.3% | -71.6% | +4.6% |
| YTD | +5.8% | +50.9% | -45.1% | +4.0% |
| 1Y | -2.2% | +19.7% | -21.9% | -5.2% |
| All | -2.2% | +15.3% | -17.5% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling