+60.4%
RRC vs FIVN
-55.3%
+115.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.2% |
| 7D | -0.5% | -22.8% | +22.3% | +1.4% |
| 30D | +25.2% | -21.3% | +46.5% | +27.2% |
| 3M | +27.8% | -14.0% | +41.8% | +28.7% |
| 6M | +27.2% | +31.1% | -3.9% | +22.6% |
| YTD | +48.2% | +40.0% | +8.2% | +41.4% |
| 1Y | +34.7% | +38.1% | -3.4% | +28.5% |
| All | +60.4% | -55.3% | +115.7% | +66.1% |
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