+56.1%
RPRX vs FIVN
-70.0%
+126.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.1% | +0.9% | -4.8% |
| 7D | -2.8% | -8.2% | +5.5% | -2.1% |
| 30D | +7.2% | -8.1% | +15.3% | +7.8% |
| 3M | +10.9% | +34.9% | -24.0% | +7.5% |
| 6M | +34.6% | +72.6% | -38.1% | +26.6% |
| YTD | +59.0% | +55.8% | +3.2% | +50.5% |
| 1Y | +72.5% | +17.1% | +55.4% | +67.7% |
| 3Y | +124.1% | -54.3% | +178.4% | +135.9% |
| 5Y | +75.9% | -81.6% | +157.5% | +100.3% |
| All | +56.1% | -70.0% | +126.1% | +38.9% |
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 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