-37.8%
ROL vs FIVN
+15.3%
-53.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -3.2% | -11.3% | +8.1% | -3.0% |
| 30D | -6.6% | -7.3% | +0.7% | -6.5% |
| 3M | -27.3% | +41.7% | -69.0% | -27.4% |
| 6M | -38.1% | +78.3% | -116.3% | -37.9% |
| YTD | -41.8% | +50.9% | -92.6% | -41.4% |
| 1Y | -37.8% | +19.7% | -57.5% | -35.9% |
| All | -37.8% | +15.3% | -53.1% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling