+337.6%
RBA vs FIVN
+318.5%
+19.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +0.6% |
| 7D | -2.9% | -2.3% | -0.6% | -2.7% |
| 30D | -12.3% | +12.4% | -24.7% | -13.6% |
| 3M | -20.5% | +36.0% | -56.5% | -23.5% |
| 6M | -18.5% | +86.0% | -104.5% | -24.7% |
| YTD | -18.2% | +65.9% | -84.2% | -23.7% |
| 1Y | -27.5% | +26.5% | -54.0% | -30.6% |
| 3Y | +38.1% | -54.2% | +92.3% | +43.3% |
| 5Y | +44.8% | -80.5% | +125.2% | +57.9% |
| 10Y | +187.1% | +109.6% | +77.5% | +165.7% |
| All | +337.6% | +318.5% | +19.1% | +282.8% |
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 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