+223.9%
KR vs FIVN
+280.5%
-56.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -2.7% | -11.3% | +8.6% | -2.5% |
| 30D | +1.9% | -7.3% | +9.2% | +2.0% |
| 3M | -11.0% | +41.7% | -52.7% | -11.4% |
| 6M | -20.2% | +78.3% | -98.5% | -20.7% |
| YTD | -7.3% | +50.9% | -58.2% | -7.8% |
| 1Y | -13.1% | +19.7% | -32.8% | -13.3% |
| 3Y | +29.7% | -55.7% | +85.5% | +31.6% |
| 5Y | +48.8% | -82.6% | +131.3% | +54.0% |
| 10Y | +122.8% | +113.6% | +9.1% | +104.8% |
| All | +223.9% | +280.5% | -56.6% | +186.7% |
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