+91.5%
RIO vs FIVN
-82.2%
+173.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.5% |
| 7D | -3.2% | -7.8% | +4.6% | -2.6% |
| 30D | +0.9% | -1.7% | +2.7% | +0.9% |
| 3M | -1.4% | +47.2% | -48.6% | -4.9% |
| 6M | +10.9% | +82.7% | -71.8% | +4.0% |
| YTD | +31.2% | +52.9% | -21.7% | +24.6% |
| 1Y | +67.9% | +17.5% | +50.4% | +63.4% |
| 3Y | +88.8% | -55.8% | +144.6% | +96.8% |
| All | +91.5% | -82.2% | +173.7% | +94.9% |
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 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