-3.9%
KMI vs FIVN
+71.4%
-75.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.9% |
| 7D | -1.8% | -9.6% | +7.8% | -2.0% |
| 30D | +0.1% | -11.9% | +12.0% | -0.3% |
| 3M | +1.2% | +40.1% | -38.9% | +1.8% |
| 6M | -3.9% | +68.3% | -72.3% | -1.0% |
| All | -3.9% | +71.4% | -75.3% | -1.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling