+48.5%
RBA vs FIVN
-83.3%
+131.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | +0.9% |
| 7D | +3.2% | -22.4% | +25.6% | +6.3% |
| 30D | +12.0% | -23.8% | +35.8% | +15.4% |
| 3M | +2.9% | -19.5% | +22.4% | +4.9% |
| 6M | -6.3% | +25.6% | -31.8% | -10.2% |
| YTD | -5.9% | +38.4% | -44.3% | -12.0% |
| 1Y | -3.9% | +33.7% | -37.6% | -9.8% |
| 3Y | +64.9% | -56.2% | +121.1% | +74.3% |
| 5Y | +48.5% | -82.9% | +131.4% | +75.8% |
| All | +48.5% | -83.3% | +131.8% | +75.8% |
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