+135.4%
RRC vs FIVN
-82.7%
+218.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.2% |
| 7D | -0.5% | -22.8% | +22.3% | +2.2% |
| 30D | +25.2% | -21.3% | +46.5% | +28.1% |
| 3M | +27.8% | -14.0% | +41.8% | +29.0% |
| 6M | +27.2% | +31.1% | -3.9% | +21.0% |
| YTD | +48.2% | +40.0% | +8.2% | +38.2% |
| 1Y | +34.7% | +38.1% | -3.4% | +25.7% |
| 3Y | +62.2% | -55.7% | +117.9% | +71.7% |
| All | +135.4% | -82.7% | +218.1% | +163.6% |
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