+157.0%
MKSI vs FIVN
+27.5%
+129.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.2% |
| 7D | +1.8% | -2.3% | +4.1% | +1.7% |
| 30D | -16.8% | +12.4% | -29.2% | -16.5% |
| 3M | -21.1% | +36.0% | -57.1% | -18.8% |
| 6M | +10.8% | +86.0% | -75.1% | +13.0% |
| YTD | +63.3% | +65.9% | -2.6% | +70.2% |
| 1Y | +157.0% | +26.5% | +130.5% | +187.8% |
| All | +157.0% | +27.5% | +129.5% | +187.8% |
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 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