-84.1%
RIVN vs FIVN
-81.7%
-2.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | +0.2% |
| 7D | +2.5% | -9.6% | +12.1% | +6.9% |
| 30D | -2.3% | -11.9% | +9.6% | +2.7% |
| 3M | +1.7% | +40.1% | -38.3% | -15.1% |
| 6M | +0.9% | +68.3% | -67.5% | -27.5% |
| YTD | -18.8% | +51.5% | -70.3% | -39.6% |
| 1Y | +14.8% | +15.1% | -0.3% | -2.3% |
| 3Y | -30.7% | -55.6% | +24.9% | -3.3% |
| All | -84.1% | -81.7% | -2.4% | -60.1% |
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