+209.9%
RBA vs FIVN
+104.7%
+105.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | +0.6% | -22.8% | +23.4% | +3.5% |
| 30D | +9.0% | -21.3% | +30.3% | +11.7% |
| 3M | +7.2% | -14.0% | +21.1% | +8.3% |
| 6M | -7.8% | +31.1% | -38.9% | -11.9% |
| YTD | -6.4% | +40.0% | -46.4% | -12.3% |
| 1Y | -4.2% | +38.1% | -42.2% | -10.2% |
| 3Y | +64.1% | -55.7% | +119.7% | +71.8% |
| 5Y | +48.4% | -82.5% | +130.9% | +67.2% |
| 10Y | +209.9% | +92.4% | +117.5% | +195.6% |
| All | +209.9% | +104.7% | +105.2% | +195.6% |
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