-84.1%
RIVN vs FIVN
-81.5%
-2.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.7% |
| 7D | +1.8% | -7.8% | +9.7% | +5.3% |
| 30D | +0.6% | -1.7% | +2.4% | +0.9% |
| 3M | +3.2% | +47.2% | -44.0% | -15.9% |
| 6M | -3.7% | +82.7% | -86.4% | -33.5% |
| YTD | -18.7% | +52.9% | -71.6% | -39.7% |
| 1Y | +14.7% | +17.5% | -2.7% | -3.3% |
| 3Y | -31.5% | -55.8% | +24.3% | -3.9% |
| All | -84.1% | -81.5% | -2.5% | -60.2% |
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