+191.8%
RBA vs FIVN
+116.5%
+75.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.3% |
| 7D | -1.9% | -9.6% | +7.7% | -0.7% |
| 30D | -13.0% | -11.9% | -1.1% | -11.7% |
| 3M | -23.1% | +40.1% | -63.2% | -26.6% |
| 6M | -22.6% | +68.3% | -90.9% | -28.4% |
| YTD | -20.4% | +51.5% | -71.9% | -25.6% |
| 1Y | -29.6% | +15.1% | -44.7% | -32.2% |
| 3Y | +26.6% | -55.6% | +82.1% | +33.0% |
| 5Y | +38.2% | -82.4% | +120.6% | +56.0% |
| All | +191.8% | +116.5% | +75.3% | +178.3% |
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