-27.1%
RKT vs FIVN
-75.9%
+48.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.4% |
| 7D | -6.3% | -7.8% | +1.6% | -4.3% |
| 30D | -6.2% | -1.7% | -4.5% | -5.8% |
| 3M | -1.9% | +47.2% | -49.1% | -11.7% |
| 6M | -13.0% | +82.7% | -95.7% | -28.0% |
| YTD | -31.9% | +52.9% | -84.8% | -41.5% |
| 1Y | -37.6% | +17.5% | -55.0% | -42.5% |
| 3Y | +36.8% | -55.8% | +92.6% | +59.6% |
| 5Y | -9.7% | -82.3% | +72.6% | +18.0% |
| All | -27.1% | -75.9% | +48.8% | -22.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling