-29.6%
RBA vs FIVN
+13.9%
-43.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.4% |
| 7D | -1.9% | -9.6% | +7.7% | -0.9% |
| 30D | -13.0% | -11.9% | -1.1% | -11.9% |
| 3M | -23.1% | +40.1% | -63.2% | -25.6% |
| 6M | -22.6% | +68.3% | -90.9% | -26.5% |
| YTD | -20.4% | +51.5% | -71.9% | -24.1% |
| 1Y | -29.6% | +15.1% | -44.7% | -33.0% |
| All | -29.6% | +13.9% | -43.5% | -33.0% |
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