+32.9%
KMX vs FIVN
+292.8%
-259.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.1% | +1.8% | -3.4% |
| 7D | -0.7% | -8.2% | +7.5% | +0.6% |
| 30D | +4.1% | -8.1% | +12.2% | +5.3% |
| 3M | +27.5% | +34.9% | -7.4% | +20.5% |
| 6M | +43.6% | +72.6% | -29.1% | +28.3% |
| YTD | +56.8% | +55.8% | +1.0% | +41.6% |
| 1Y | -1.3% | +17.1% | -18.5% | -6.5% |
| 3Y | -25.4% | -54.3% | +28.9% | -20.8% |
| 5Y | -53.9% | -81.6% | +27.6% | -47.5% |
| 10Y | +0.7% | +109.2% | -108.5% | -9.8% |
| All | +32.9% | +292.8% | -259.9% | +11.9% |
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