+11.5%
RRX vs FIVN
+27.5%
-16.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.1% |
| 7D | +3.4% | -2.3% | +5.7% | +3.4% |
| 30D | -11.1% | +12.4% | -23.5% | -10.8% |
| 3M | -23.7% | +36.0% | -59.7% | -22.5% |
| 6M | -22.0% | +86.0% | -108.0% | -20.8% |
| YTD | +16.5% | +65.9% | -49.5% | +20.7% |
| 1Y | +11.5% | +26.5% | -15.0% | +22.1% |
| All | +11.5% | +27.5% | -16.0% | +22.1% |
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 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