+4,049.3%
KLAC vs FIVN
+282.0%
+3,767.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.5% | -2.6% |
| 7D | +6.2% | -9.6% | +15.8% | +8.3% |
| 30D | -5.0% | -11.9% | +6.9% | -2.9% |
| 3M | -14.4% | +40.1% | -54.5% | -22.3% |
| 6M | +28.3% | +68.3% | -40.1% | +8.7% |
| YTD | +51.1% | +51.5% | -0.4% | +29.9% |
| 1Y | +100.4% | +15.1% | +85.3% | +83.5% |
| 3Y | +276.3% | -55.6% | +331.9% | +312.4% |
| 5Y | +452.1% | -82.4% | +534.5% | +616.7% |
| 10Y | +2,986.0% | +114.5% | +2,871.5% | +2,510.7% |
| All | +4,049.3% | +282.0% | +3,767.3% | +3,167.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling