+14.9%
RRX vs FIVN
-82.6%
+97.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | -3.7% | -11.3% | +7.5% | -1.5% |
| 30D | -9.3% | -7.3% | -2.0% | -8.2% |
| 3M | -21.8% | +41.7% | -63.5% | -28.4% |
| 6M | -22.0% | +78.3% | -100.3% | -34.1% |
| YTD | +11.9% | +50.9% | -38.9% | -2.6% |
| 1Y | +11.6% | +19.7% | -8.1% | +3.0% |
| 3Y | +2.2% | -55.7% | +57.9% | +14.2% |
| 5Y | +14.9% | -82.6% | +97.4% | +38.2% |
| All | +14.9% | -82.6% | +97.5% | +38.2% |
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