+430.6%
KLAC vs FIVN
-82.6%
+513.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.1% |
| 7D | +2.5% | -11.3% | +13.7% | +4.7% |
| 30D | -11.5% | -7.3% | -4.2% | -10.5% |
| 3M | -16.9% | +41.7% | -58.6% | -24.4% |
| 6M | +22.2% | +78.3% | -56.0% | +2.3% |
| YTD | +46.4% | +50.9% | -4.5% | +26.4% |
| 1Y | +91.0% | +19.7% | +71.3% | +75.3% |
| 3Y | +264.6% | -55.7% | +320.3% | +313.6% |
| 5Y | +430.6% | -82.6% | +513.2% | +647.6% |
| All | +430.6% | -82.6% | +513.2% | +647.6% |
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