+398.4%
RBA vs FIVN
+243.6%
+154.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.3% |
| 7D | +1.7% | -2.8% | +4.6% | +2.0% |
| 30D | +8.3% | -17.4% | +25.8% | +10.2% |
| 3M | +10.5% | -19.2% | +29.7% | +12.4% |
| 6M | -5.9% | +29.4% | -35.2% | -9.4% |
| YTD | -6.9% | +36.3% | -43.1% | -11.8% |
| 1Y | -4.9% | +33.5% | -38.3% | -9.7% |
| 3Y | +64.5% | -56.8% | +121.3% | +71.2% |
| 5Y | +46.1% | -83.0% | +129.1% | +61.2% |
| 10Y | +208.2% | +87.3% | +121.0% | +188.6% |
| All | +398.4% | +243.6% | +154.7% | +342.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling