+32.8%
RRC vs FIVN
-55.5%
+88.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.9% | +0.2% |
| 7D | -1.2% | -8.2% | +7.0% | -0.6% |
| 30D | +9.4% | -8.1% | +17.6% | +10.0% |
| 3M | +7.4% | +34.9% | -27.5% | +4.1% |
| 6M | +1.5% | +72.6% | -71.2% | -4.0% |
| YTD | +19.4% | +55.8% | -36.4% | +13.8% |
| 1Y | +24.2% | +17.1% | +7.1% | +22.3% |
| 3Y | +32.8% | -54.3% | +87.1% | +36.4% |
| All | +32.8% | -55.5% | +88.3% | +36.4% |
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