-24.5%
KVUE vs FIVN
-46.1%
+21.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.1% |
| 7D | -5.1% | -7.8% | +2.7% | -4.9% |
| 30D | -6.3% | -1.7% | -4.6% | -6.3% |
| 3M | -0.5% | +47.2% | -47.7% | -1.8% |
| 6M | +3.1% | +82.7% | -79.6% | +0.8% |
| YTD | +6.7% | +52.9% | -46.2% | +4.8% |
| 1Y | -1.1% | +17.5% | -18.6% | -1.9% |
| 3Y | -8.7% | -55.8% | +47.1% | -7.1% |
| All | -24.5% | -46.1% | +21.6% | -21.9% |
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 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