+228.8%
KNX vs FIVN
+285.7%
-56.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.7% |
| 7D | -5.6% | -7.8% | +2.3% | -4.5% |
| 30D | -4.4% | -1.7% | -2.7% | -4.3% |
| 3M | -17.3% | +47.2% | -64.5% | -22.3% |
| 6M | +22.6% | +82.7% | -60.1% | +10.1% |
| YTD | +31.1% | +52.9% | -21.8% | +20.4% |
| 1Y | +60.2% | +17.5% | +42.7% | +52.3% |
| 3Y | +35.8% | -55.8% | +91.6% | +43.2% |
| 5Y | +38.9% | -82.3% | +121.2% | +57.3% |
| 10Y | +166.5% | +116.5% | +49.9% | +116.7% |
| All | +228.8% | +285.7% | -56.9% | +148.4% |
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