-3.0%
RBA vs FIVN
+55.4%
-58.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.9% |
| 7D | +12.7% | -3.4% | +16.1% | +13.0% |
| 30D | +15.5% | +5.8% | +9.8% | +14.7% |
| 3M | -14.0% | +22.0% | -36.1% | -16.2% |
| 6M | -8.8% | +55.7% | -64.6% | -13.4% |
| YTD | -6.9% | +81.3% | -88.2% | -13.0% |
| 1Y | -3.0% | +58.0% | -61.0% | -8.4% |
| All | -3.0% | +55.4% | -58.4% | -8.4% |
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 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