+113.7%
KLAC vs FIVN
+27.5%
+86.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.8% | +7.2% |
| 7D | +5.7% | -2.3% | +8.0% | +5.6% |
| 30D | -3.6% | +12.4% | -16.0% | -2.9% |
| 3M | -12.8% | +36.0% | -48.8% | -9.5% |
| 6M | +26.1% | +86.0% | -59.9% | +29.7% |
| YTD | +53.3% | +65.9% | -12.6% | +60.0% |
| 1Y | +113.7% | +26.5% | +87.2% | +142.1% |
| All | +113.7% | +27.5% | +86.2% | +142.1% |
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