+19.6%
KMB vs FIVN
+111.0%
-91.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.1% | +4.2% | -1.7% |
| 7D | -2.7% | -8.2% | +5.5% | -2.5% |
| 30D | -5.0% | -8.1% | +3.1% | -4.8% |
| 3M | +6.6% | +34.9% | -28.3% | +5.5% |
| 6M | +1.0% | +72.6% | -71.7% | -1.0% |
| YTD | +6.0% | +55.8% | -49.8% | +4.1% |
| 1Y | -16.6% | +17.1% | -33.8% | -17.4% |
| 3Y | -8.6% | -54.3% | +45.7% | -7.1% |
| 5Y | -10.9% | -81.6% | +70.7% | -7.4% |
| All | +19.6% | +111.0% | -91.4% | +16.2% |
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