+110.2%
KIM vs FIVN
+243.6%
-133.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.4% | +0.5% |
| 7D | +0.1% | -2.8% | +3.0% | +0.3% |
| 30D | +14.1% | -17.4% | +31.5% | +15.1% |
| 3M | +6.0% | -19.2% | +25.2% | +6.9% |
| 6M | +13.2% | +29.4% | -16.1% | +10.5% |
| YTD | +30.4% | +36.3% | -5.9% | +26.0% |
| 1Y | +31.0% | +33.5% | -2.4% | +26.7% |
| 3Y | +67.6% | -56.8% | +124.5% | +70.9% |
| 5Y | +35.8% | -83.0% | +118.8% | +39.7% |
| 10Y | +63.7% | +87.3% | -23.6% | +49.0% |
| All | +110.2% | +243.6% | -133.4% | +84.6% |
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 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