+514.2%
KKR vs FIVN
+282.0%
+232.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.0% |
| 7D | -2.2% | -9.6% | +7.4% | -0.1% |
| 30D | +0.3% | -11.9% | +12.2% | +2.7% |
| 3M | +8.8% | +40.1% | -31.3% | 0.0% |
| 6M | +14.9% | +68.3% | -53.4% | -0.4% |
| YTD | -17.9% | +51.5% | -69.4% | -27.5% |
| 1Y | -23.7% | +15.1% | -38.8% | -28.7% |
| 3Y | +69.1% | -55.6% | +124.6% | +83.8% |
| 5Y | +72.6% | -82.4% | +155.0% | +111.1% |
| 10Y | +728.2% | +114.5% | +613.8% | +632.8% |
| All | +514.2% | +282.0% | +232.2% | +412.6% |
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