+57.0%
KMB vs FIVN
+254.6%
-197.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -2.0% | -1.5% |
| 7D | -3.0% | -17.4% | +14.5% | -2.4% |
| 30D | +9.1% | -20.4% | +29.4% | +9.7% |
| 3M | -0.4% | -9.6% | +9.2% | -0.3% |
| 6M | +13.0% | +34.7% | -21.7% | +11.6% |
| YTD | +10.3% | +40.6% | -30.3% | +8.5% |
| 1Y | +8.2% | +34.3% | -26.1% | +6.5% |
| 3Y | +0.4% | -55.5% | +55.8% | +1.8% |
| 5Y | -2.7% | -82.5% | +79.8% | +0.8% |
| 10Y | +35.7% | +93.2% | -57.5% | +27.6% |
| All | +57.0% | +254.6% | -197.6% | +42.4% |
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