+63.2%
KKR vs FIVN
-55.2%
+118.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | -0.1% |
| 7D | -6.2% | -7.8% | +1.7% | -4.3% |
| 30D | -8.9% | -1.7% | -7.1% | -8.5% |
| 3M | +6.3% | +47.2% | -40.9% | -5.2% |
| 6M | +16.5% | +82.7% | -66.3% | -5.1% |
| YTD | -20.3% | +52.9% | -73.2% | -31.7% |
| 1Y | -29.8% | +17.5% | -47.3% | -35.1% |
| 3Y | +63.2% | -55.8% | +119.0% | +69.6% |
| All | +63.2% | -55.2% | +118.4% | +69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling