-98.4%
RCAT vs FIVN
+103.9%
-202.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.1% | +10.0% | +6.1% |
| 7D | +5.4% | -8.2% | +13.6% | +8.6% |
| 30D | -5.6% | -8.1% | +2.5% | -3.2% |
| 3M | -30.2% | +34.9% | -65.1% | -39.1% |
| 6M | -43.4% | +72.6% | -116.0% | -56.9% |
| YTD | +9.6% | +55.8% | -46.1% | -14.5% |
| 1Y | -2.0% | +17.1% | -19.1% | -14.1% |
| 3Y | +825.0% | -54.3% | +879.3% | +1,009.4% |
| 5Y | +199.8% | -81.6% | +281.4% | +378.4% |
| 10Y | -98.4% | +109.2% | -207.6% | -99.2% |
| All | -98.4% | +103.9% | -202.2% | -99.2% |
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