+53.8%
KMB vs FIVN
+318.5%
-264.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.5% |
| 7D | -3.0% | -2.3% | -0.7% | -3.0% |
| 30D | -5.5% | +12.4% | -17.9% | -5.9% |
| 3M | +14.0% | +36.0% | -22.0% | +12.7% |
| 6M | +4.1% | +86.0% | -81.9% | +1.8% |
| YTD | +8.0% | +65.9% | -57.9% | +5.9% |
| 1Y | -13.7% | +26.5% | -40.2% | -14.8% |
| 3Y | -5.9% | -54.2% | +48.3% | -4.5% |
| 5Y | -8.6% | -80.5% | +71.8% | -5.5% |
| 10Y | +17.3% | +109.6% | -92.4% | +10.2% |
| All | +53.8% | +318.5% | -264.7% | +38.9% |
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