+140.9%
KRE vs FIVN
+292.8%
-151.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.1% | +4.9% | -0.5% |
| 7D | +2.3% | -8.2% | +10.6% | +3.4% |
| 30D | -2.5% | -8.1% | +5.6% | -1.7% |
| 3M | +6.2% | +34.9% | -28.7% | +1.6% |
| 6M | +15.8% | +72.6% | -56.8% | +6.2% |
| YTD | +16.0% | +55.8% | -39.8% | +7.4% |
| 1Y | +16.2% | +17.1% | -1.0% | +11.2% |
| 3Y | +86.4% | -54.3% | +140.7% | +94.3% |
| 5Y | +33.0% | -81.6% | +114.5% | +44.9% |
| 10Y | +123.0% | +109.2% | +13.8% | +80.7% |
| All | +140.9% | +292.8% | -151.9% | +77.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling