+85.7%
KRE vs FIVN
-55.2%
+141.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.1% |
| 7D | -1.8% | -7.8% | +6.0% | -0.4% |
| 30D | -4.5% | -1.7% | -2.8% | -4.4% |
| 3M | +2.7% | +47.2% | -44.5% | -5.7% |
| 6M | +16.9% | +82.7% | -65.9% | +0.1% |
| YTD | +15.4% | +52.9% | -37.6% | +2.5% |
| 1Y | +16.1% | +17.5% | -1.4% | +10.0% |
| 3Y | +85.7% | -55.8% | +141.5% | +109.8% |
| All | +85.7% | -55.2% | +141.0% | +109.8% |
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