+37.7%
RRC vs FIVN
+29.8%
+7.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +0.7% |
| 7D | +6.4% | -2.8% | +9.2% | +6.4% |
| 30D | +23.9% | -17.4% | +41.3% | +24.1% |
| 3M | +30.2% | -19.2% | +49.3% | +30.5% |
| 6M | +26.3% | +29.4% | -3.1% | +26.0% |
| YTD | +48.1% | +36.3% | +11.8% | +48.2% |
| 1Y | +37.7% | +33.5% | +4.2% | +37.3% |
| All | +37.7% | +29.8% | +7.8% | +37.3% |
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