-12.3%
KHC vs FIVN
-81.5%
+69.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.1% | +6.3% | +0.3% |
| 7D | -2.2% | -8.2% | +6.0% | -2.0% |
| 30D | -0.1% | -8.1% | +8.0% | +0.1% |
| 3M | +8.3% | +34.9% | -26.6% | +7.6% |
| 6M | +5.0% | +72.6% | -67.7% | +3.9% |
| YTD | +8.0% | +55.8% | -47.8% | +7.0% |
| 1Y | -1.1% | +17.1% | -18.2% | -1.8% |
| 3Y | -10.7% | -54.3% | +43.6% | -12.6% |
| All | -12.3% | -81.5% | +69.2% | -16.2% |
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 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