+41.7%
RBA vs FIVN
-81.8%
+123.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.2% |
| 7D | -1.1% | -8.2% | +7.2% | 0.0% |
| 30D | -13.2% | -8.1% | -5.1% | -12.4% |
| 3M | -21.4% | +34.9% | -56.3% | -24.6% |
| 6M | -20.9% | +72.6% | -93.5% | -27.1% |
| YTD | -19.9% | +55.8% | -75.6% | -25.4% |
| 1Y | -28.7% | +17.1% | -45.8% | -31.4% |
| 3Y | +27.4% | -54.3% | +81.7% | +34.3% |
| 5Y | +41.7% | -81.6% | +123.3% | +55.6% |
| All | +41.7% | -81.8% | +123.6% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling