-24.4%
KVUE vs FIVN
-46.8%
+22.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -6.1% | -11.3% | +5.2% | -5.8% |
| 30D | -5.6% | -7.3% | +1.7% | -5.4% |
| 3M | -0.3% | +41.7% | -42.0% | -1.5% |
| 6M | +1.4% | +78.3% | -76.9% | -0.8% |
| YTD | +6.7% | +50.9% | -44.1% | +4.9% |
| 1Y | +1.0% | +19.7% | -18.7% | 0.0% |
| 3Y | -5.4% | -55.7% | +50.4% | -3.7% |
| All | -24.4% | -46.8% | +22.4% | -21.8% |
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 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