+206.6%
ROL vs FIVN
+118.5%
+88.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.4% |
| 7D | -3.2% | -7.8% | +4.7% | -2.4% |
| 30D | -4.9% | -1.7% | -3.2% | -4.9% |
| 3M | -25.8% | +47.2% | -73.0% | -29.0% |
| 6M | -37.6% | +82.7% | -120.3% | -42.1% |
| YTD | -41.5% | +52.9% | -94.4% | -45.0% |
| 1Y | -39.5% | +17.5% | -57.0% | -41.5% |
| 3Y | +0.1% | -55.8% | +56.0% | +5.9% |
| 5Y | -4.6% | -82.3% | +77.7% | +11.4% |
| All | +206.6% | +118.5% | +88.0% | +163.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling