+989.1%
TKO vs FIVN
+118.5%
+870.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | +2.3% | -7.8% | +10.2% | +3.3% |
| 30D | -2.5% | -1.7% | -0.7% | -2.4% |
| 3M | -10.6% | +47.2% | -57.8% | -15.7% |
| 6M | -5.1% | +82.7% | -87.8% | -14.0% |
| YTD | -8.2% | +52.9% | -61.1% | -15.2% |
| 1Y | -4.4% | +17.5% | -21.9% | -8.8% |
| 3Y | +100.4% | -55.8% | +156.2% | +111.5% |
| 5Y | +294.3% | -82.3% | +376.6% | +359.1% |
| All | +989.1% | +118.5% | +870.6% | +671.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling