+54.2%
RGTI vs FIVN
-82.1%
+136.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -41.2% |
| 6M | -9.9% | +82.7% | -92.6% | -39.7% |
| YTD | -31.1% | +52.9% | -84.0% | -50.2% |
| 1Y | -8.5% | +17.5% | -26.0% | -24.0% |
| 3Y | +652.2% | -55.8% | +708.0% | +902.7% |
| 5Y | +56.8% | -82.3% | +139.1% | +141.1% |
| All | +54.2% | -82.1% | +136.4% | +138.0% |
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