+27.4%
RBA vs FIVN
-55.5%
+82.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.3% |
| 7D | -1.1% | -8.2% | +7.2% | -0.1% |
| 30D | -13.2% | -8.1% | -5.1% | -12.5% |
| 3M | -21.4% | +34.9% | -56.3% | -24.2% |
| 6M | -20.9% | +72.6% | -93.5% | -26.3% |
| YTD | -19.9% | +55.8% | -75.6% | -24.7% |
| 1Y | -28.7% | +17.1% | -45.8% | -31.0% |
| 3Y | +27.4% | -54.3% | +81.7% | +36.3% |
| All | +27.4% | -55.5% | +82.9% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling