+652.2%
RGTI vs FIVN
-55.2%
+707.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.1% |
| 7D | +0.5% | -7.8% | +8.3% | +4.3% |
| 30D | -17.1% | -1.7% | -15.4% | -16.9% |
| 3M | -26.0% | +47.2% | -73.2% | -41.7% |
| 6M | -9.9% | +82.7% | -92.6% | -41.5% |
| YTD | -31.1% | +52.9% | -84.0% | -51.1% |
| 1Y | -8.5% | +17.5% | -26.0% | -22.8% |
| 3Y | +652.2% | -55.8% | +708.0% | +1,108.7% |
| All | +652.2% | -55.2% | +707.5% | +1,108.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling