-8.4%
KWEB vs FIVN
+280.5%
-288.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | -4.3% | -11.3% | +7.0% | -1.7% |
| 30D | -13.0% | -7.3% | -5.7% | -11.8% |
| 3M | -7.6% | +41.7% | -49.3% | -16.0% |
| 6M | -21.1% | +78.3% | -99.4% | -33.7% |
| YTD | -28.2% | +50.9% | -79.1% | -37.8% |
| 1Y | -34.9% | +19.7% | -54.5% | -40.6% |
| 3Y | -0.8% | -55.7% | +55.0% | +9.8% |
| 5Y | -43.6% | -82.6% | +39.0% | -25.4% |
| 10Y | -21.7% | +113.6% | -135.3% | -38.2% |
| All | -8.4% | +280.5% | -288.9% | -36.8% |
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