+33.1%
KRE vs FIVN
-82.6%
+115.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -1.4% | -11.3% | +9.9% | +0.7% |
| 30D | -3.9% | -7.3% | +3.4% | -2.8% |
| 3M | +3.6% | +41.7% | -38.1% | -4.0% |
| 6M | +15.4% | +78.3% | -62.9% | +0.1% |
| YTD | +15.2% | +50.9% | -35.7% | +2.9% |
| 1Y | +16.5% | +19.7% | -3.2% | +8.8% |
| 3Y | +85.2% | -55.7% | +140.9% | +102.5% |
| 5Y | +33.1% | -82.6% | +115.7% | +58.1% |
| All | +33.1% | -82.6% | +115.7% | +58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling