+84.3%
MKSI vs FIVN
-82.2%
+166.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.7% |
| 7D | +2.7% | -7.8% | +10.5% | +4.9% |
| 30D | -12.8% | -1.7% | -11.1% | -12.9% |
| 3M | -22.5% | +47.2% | -69.7% | -32.8% |
| 6M | +19.4% | +82.7% | -63.3% | -7.4% |
| YTD | +67.7% | +52.9% | +14.8% | +36.1% |
| 1Y | +131.4% | +17.5% | +113.9% | +106.4% |
| 3Y | +197.3% | -55.8% | +253.1% | +249.9% |
| All | +84.3% | -82.2% | +166.5% | +150.9% |
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