+12.7%
ROL vs FIVN
-82.6%
+95.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.5% |
| 7D | -1.7% | -17.4% | +15.7% | -0.7% |
| 30D | +18.5% | -20.4% | +38.9% | +19.8% |
| 3M | +4.3% | -9.6% | +14.0% | +4.6% |
| 6M | -27.7% | +34.7% | -62.4% | -29.3% |
| YTD | -35.8% | +40.6% | -76.4% | -37.6% |
| 1Y | -34.1% | +34.3% | -68.4% | -35.8% |
| 3Y | +2.9% | -55.5% | +58.4% | +6.9% |
| 5Y | +12.7% | -82.5% | +95.2% | +28.8% |
| All | +12.7% | -82.6% | +95.3% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling