+9.5%
RL vs FIVN
+13.9%
-4.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.6% | -3.2% |
| 7D | -0.3% | -9.6% | +9.3% | +0.1% |
| 30D | -17.5% | -11.9% | -5.6% | -17.1% |
| 3M | -14.0% | +40.1% | -54.1% | -15.6% |
| 6M | -2.0% | +68.3% | -70.3% | -5.7% |
| YTD | -4.6% | +51.5% | -56.1% | -7.2% |
| 1Y | +9.5% | +15.1% | -5.6% | +3.9% |
| All | +9.5% | +13.9% | -4.4% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling