-57.8%
RCAT vs FIVN
+55.4%
-113.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +1.6% | -11.9% | -10.5% |
| 7D | -18.5% | -3.4% | -15.1% | -18.1% |
| 30D | -37.0% | +5.8% | -42.7% | -37.5% |
| 3M | -54.9% | +22.0% | -76.9% | -56.3% |
| 6M | -63.6% | +55.7% | -119.4% | -65.5% |
| YTD | -49.6% | +81.3% | -130.9% | -54.2% |
| 1Y | -57.8% | +58.0% | -115.8% | -58.9% |
| All | -57.8% | +55.4% | -113.2% | -58.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling