+260.9%
RIO vs FIVN
+243.6%
+17.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.1% |
| 7D | -0.9% | -2.8% | +1.9% | -0.7% |
| 30D | -9.1% | -17.4% | +8.3% | -7.9% |
| 3M | -13.7% | -19.2% | +5.5% | -12.6% |
| 6M | -24.3% | +29.4% | -53.7% | -27.1% |
| YTD | +8.9% | +36.3% | -27.4% | +3.2% |
| 1Y | +22.7% | +33.5% | -10.8% | +16.4% |
| 3Y | +51.2% | -56.8% | +108.0% | +56.7% |
| 5Y | +88.1% | -83.0% | +171.1% | +107.2% |
| 10Y | +352.3% | +87.3% | +265.1% | +284.9% |
| All | +260.9% | +243.6% | +17.3% | +178.7% |
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 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