+37.7%
KR vs FIVN
-55.2%
+92.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.7% |
| 7D | -0.2% | -7.8% | +7.7% | -0.4% |
| 30D | +5.1% | -1.7% | +6.8% | +5.0% |
| 3M | -8.2% | +47.2% | -55.3% | -7.0% |
| 6M | -18.0% | +82.7% | -100.7% | -15.8% |
| YTD | -4.8% | +52.9% | -57.7% | -2.8% |
| 1Y | -11.0% | +17.5% | -28.5% | -10.0% |
| 3Y | +37.7% | -55.8% | +93.5% | +39.4% |
| All | +37.7% | -55.2% | +92.9% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling