-99.7%
RCAT vs FIVN
+104.7%
-204.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.5% |
| 7D | +7.2% | -22.8% | +30.0% | +15.7% |
| 30D | -20.4% | -21.3% | +0.9% | -14.8% |
| 3M | -59.8% | -14.0% | -45.8% | -58.8% |
| 6M | -61.9% | +31.1% | -93.0% | -67.1% |
| YTD | -45.9% | +40.0% | -85.9% | -56.8% |
| 1Y | -50.5% | +38.1% | -88.6% | -60.2% |
| 3Y | +387.5% | -55.7% | +443.2% | +474.2% |
| 5Y | +70.9% | -82.5% | +153.4% | +167.6% |
| 10Y | -99.7% | +92.4% | -192.1% | -99.7% |
| All | -99.7% | +104.7% | -204.5% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling