+8.0%
KMX vs FIVN
+118.5%
-110.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +1.1% |
| 7D | -3.1% | -7.8% | +4.7% | -1.7% |
| 30D | +4.4% | -1.7% | +6.2% | +4.6% |
| 3M | +18.9% | +47.2% | -28.3% | +9.7% |
| 6M | +44.3% | +82.7% | -38.4% | +25.2% |
| YTD | +58.7% | +52.9% | +5.8% | +41.5% |
| 1Y | +0.1% | +17.5% | -17.4% | -5.9% |
| 3Y | -24.4% | -55.8% | +31.4% | -18.3% |
| 5Y | -54.4% | -82.3% | +27.9% | -46.4% |
| All | +8.0% | +118.5% | -110.6% | -7.5% |
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