+204.8%
RBA vs FIVN
+92.2%
+112.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.5% |
| 7D | -0.5% | -17.4% | +16.9% | +1.5% |
| 30D | +6.8% | -20.4% | +27.2% | +9.4% |
| 3M | +9.5% | -9.6% | +19.1% | +10.0% |
| 6M | -8.2% | +34.7% | -42.9% | -12.6% |
| YTD | -7.7% | +40.6% | -48.3% | -13.6% |
| 1Y | -6.9% | +34.3% | -41.2% | -12.4% |
| 3Y | +61.6% | -55.5% | +117.1% | +69.2% |
| 5Y | +44.7% | -82.5% | +127.2% | +63.0% |
| All | +204.8% | +92.2% | +112.6% | +188.7% |
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 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