+217.3%
RRX vs FIVN
+118.5%
+98.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.5% |
| 7D | -0.3% | -7.8% | +7.5% | +1.0% |
| 30D | -6.1% | -1.7% | -4.4% | -6.1% |
| 3M | -23.1% | +47.2% | -70.2% | -29.1% |
| 6M | -19.5% | +82.7% | -102.2% | -30.2% |
| YTD | +16.1% | +52.9% | -36.8% | +3.2% |
| 1Y | +12.9% | +17.5% | -4.5% | +5.6% |
| 3Y | +7.9% | -55.8% | +63.8% | +16.7% |
| 5Y | +19.1% | -82.3% | +101.4% | +40.3% |
| All | +217.3% | +118.5% | +98.8% | +151.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling