+188.9%
RBA vs FIVN
+115.6%
+73.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -3.3% | -11.3% | +8.0% | -1.9% |
| 30D | -9.8% | -7.3% | -2.5% | -9.1% |
| 3M | -23.5% | +41.7% | -65.1% | -27.0% |
| 6M | -21.5% | +78.3% | -99.8% | -27.9% |
| YTD | -21.2% | +50.9% | -72.0% | -26.3% |
| 1Y | -30.2% | +19.7% | -49.9% | -33.1% |
| 3Y | +25.3% | -55.7% | +81.1% | +31.8% |
| 5Y | +35.1% | -82.6% | +117.7% | +52.6% |
| All | +188.9% | +115.6% | +73.3% | +175.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling