-99.9%
RCAT vs FIVN
+318.5%
-418.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.2% |
| 7D | -1.4% | -2.3% | +0.9% | -0.7% |
| 30D | -3.3% | +12.4% | -15.7% | -7.4% |
| 3M | -43.2% | +36.0% | -79.2% | -49.2% |
| 6M | -43.2% | +86.0% | -129.1% | -55.4% |
| YTD | +5.5% | +65.9% | -60.4% | -15.2% |
| 1Y | -1.6% | +26.5% | -28.1% | -13.5% |
| 3Y | +773.7% | -54.2% | +827.9% | +909.8% |
| 5Y | +187.6% | -80.5% | +268.1% | +301.8% |
| 10Y | -98.5% | +109.6% | -208.1% | -98.8% |
| All | -99.9% | +318.5% | -418.4% | -99.9% |
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 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