-11.7%
KR vs FIVN
+27.5%
-39.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.6% | +0.1% |
| 7D | +1.5% | -2.3% | +3.8% | +1.5% |
| 30D | +4.1% | +12.4% | -8.3% | +4.4% |
| 3M | -5.2% | +36.0% | -41.2% | -5.0% |
| 6M | -12.8% | +86.0% | -98.7% | -10.5% |
| YTD | -4.6% | +65.9% | -70.5% | -3.3% |
| 1Y | -11.7% | +26.5% | -38.2% | -14.2% |
| All | -11.7% | +27.5% | -39.1% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling