+87.7%
RIO vs FIVN
-55.8%
+143.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.2% |
| 7D | -3.4% | -11.3% | +7.9% | -2.7% |
| 30D | +0.6% | -7.3% | +7.9% | +0.9% |
| 3M | +2.5% | +41.7% | -39.1% | 0.0% |
| 6M | +10.8% | +78.3% | -67.5% | +5.2% |
| YTD | +30.5% | +50.9% | -20.4% | +25.3% |
| 1Y | +68.1% | +19.7% | +48.5% | +65.0% |
| All | +87.7% | -55.8% | +143.6% | +97.6% |
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