-12.9%
KMB vs FIVN
-82.0%
+69.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.4% | -4.1% |
| 7D | -8.6% | -9.6% | +1.0% | -8.4% |
| 30D | -7.5% | -11.9% | +4.4% | -7.3% |
| 3M | -0.6% | +40.1% | -40.7% | -1.3% |
| 6M | -1.5% | +68.3% | -69.9% | -2.5% |
| YTD | +1.6% | +51.5% | -49.9% | +0.7% |
| 1Y | -20.8% | +15.1% | -35.9% | -21.1% |
| 3Y | -12.4% | -55.6% | +43.2% | -11.1% |
| 5Y | -12.9% | -82.4% | +69.5% | -14.6% |
| All | -12.9% | -82.0% | +69.1% | -14.6% |
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