-10.7%
BAM vs FIVN
+16.7%
-27.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.1% | +2.7% | -2.6% |
| 7D | -1.6% | -8.2% | +6.6% | -0.5% |
| 30D | -6.0% | -8.1% | +2.1% | -5.1% |
| 3M | +7.3% | +34.9% | -27.6% | +2.5% |
| 6M | +8.2% | +72.6% | -64.4% | -1.9% |
| YTD | -3.8% | +55.8% | -59.6% | -10.9% |
| 1Y | -10.7% | +17.1% | -27.9% | -9.0% |
| All | -10.7% | +16.7% | -27.4% | -9.0% |
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