+2,896.3%
KLAC vs FIVN
+118.5%
+2,777.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.6% |
| 7D | -2.7% | -7.8% | +5.2% | -0.8% |
| 30D | -13.2% | -1.7% | -11.4% | -13.1% |
| 3M | -25.0% | +47.2% | -72.2% | -33.9% |
| 6M | +23.6% | +82.7% | -59.1% | -0.7% |
| YTD | +49.2% | +52.9% | -3.7% | +24.3% |
| 1Y | +89.3% | +17.5% | +71.9% | +69.8% |
| 3Y | +274.4% | -55.8% | +330.2% | +321.3% |
| 5Y | +440.9% | -82.3% | +523.3% | +661.8% |
| All | +2,896.3% | +118.5% | +2,777.8% | +1,905.1% |
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 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