+151.6%
RRC vs FIVN
-82.0%
+233.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | -0.1% |
| 7D | -1.7% | -9.6% | +7.8% | -0.7% |
| 30D | +3.6% | -11.9% | +15.5% | +4.9% |
| 3M | +8.8% | +40.1% | -31.2% | +3.9% |
| 6M | +0.8% | +68.3% | -67.6% | -6.6% |
| YTD | +19.0% | +51.5% | -32.5% | +11.2% |
| 1Y | +22.9% | +15.1% | +7.8% | +18.8% |
| 3Y | +32.3% | -55.6% | +87.9% | +40.3% |
| 5Y | +151.6% | -82.4% | +234.0% | +170.4% |
| All | +151.6% | -82.0% | +233.6% | +170.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling