+129.5%
KMI vs FIVN
+118.5%
+11.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.4% |
| 7D | -1.7% | -7.8% | +6.1% | -1.3% |
| 30D | -2.7% | -1.7% | -1.0% | -2.7% |
| 3M | -0.7% | +47.2% | -47.9% | -3.5% |
| 6M | -5.0% | +82.7% | -87.7% | -9.5% |
| YTD | +15.5% | +52.9% | -37.5% | +11.0% |
| 1Y | +16.4% | +17.5% | -1.0% | +13.9% |
| 3Y | +114.2% | -55.8% | +170.0% | +121.0% |
| 5Y | +153.3% | -82.3% | +235.6% | +171.9% |
| All | +129.5% | +118.5% | +11.0% | +95.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling