-22.6%
KVYO vs FIVN
+47.2%
-69.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.1% | +3.5% | +1.1% |
| 7D | +1.9% | -8.7% | +10.6% | +7.4% |
| 30D | +25.4% | +2.6% | +22.8% | +22.7% |
| 3M | +7.8% | +15.3% | -7.5% | -3.9% |
| 6M | -10.8% | +40.7% | -51.5% | -28.8% |
| YTD | -35.9% | +70.3% | -106.2% | -56.0% |
| 1Y | -22.6% | +50.0% | -72.6% | -47.3% |
| All | -22.6% | +47.2% | -69.7% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling