+180.9%
RCAT vs FIVN
-80.6%
+261.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.4% |
| 7D | -1.4% | -2.3% | +0.9% | -0.9% |
| 30D | -3.3% | +12.4% | -15.7% | -6.3% |
| 3M | -43.2% | +36.0% | -79.2% | -47.6% |
| 6M | -43.2% | +86.0% | -129.1% | -52.3% |
| YTD | +5.5% | +65.9% | -60.4% | -9.8% |
| 1Y | -1.6% | +26.5% | -28.1% | -9.9% |
| 3Y | +773.7% | -54.2% | +827.9% | +834.1% |
| All | +180.9% | -80.6% | +261.4% | +262.3% |
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