-20.0%
ROP vs FIVN
-55.7%
+35.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.4% | -0.9% |
| 7D | -6.1% | -9.6% | +3.5% | -4.6% |
| 30D | -3.4% | -11.9% | +8.6% | -1.5% |
| 3M | +16.7% | +40.1% | -23.4% | +10.0% |
| 6M | +8.1% | +68.3% | -60.3% | -1.7% |
| YTD | -11.7% | +51.5% | -63.2% | -18.8% |
| 1Y | -24.2% | +15.1% | -39.3% | -28.0% |
| All | -20.0% | -55.7% | +35.7% | -17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling