+403.6%
RBA vs FIVN
+249.1%
+154.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | +0.8% |
| 7D | +3.2% | -22.4% | +25.6% | +5.8% |
| 30D | +12.0% | -23.8% | +35.8% | +14.8% |
| 3M | +2.9% | -19.5% | +22.4% | +4.6% |
| 6M | -6.3% | +25.6% | -31.8% | -9.5% |
| YTD | -5.9% | +38.4% | -44.3% | -11.0% |
| 1Y | -3.9% | +33.7% | -37.6% | -8.8% |
| 3Y | +64.9% | -56.2% | +121.1% | +71.4% |
| 5Y | +48.5% | -82.9% | +131.4% | +63.8% |
| 10Y | +211.8% | +103.6% | +108.2% | +190.5% |
| All | +403.6% | +249.1% | +154.6% | +346.6% |
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