+365.4%
STX vs BAM
-8.8%
+374.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +6.2% |
| 7D | +2.4% | -2.0% | +4.3% | +2.7% |
| 30D | +1.4% | -2.9% | +4.3% | +1.8% |
| 3M | -8.2% | +9.4% | -17.6% | -10.6% |
| 6M | +127.0% | +10.8% | +116.3% | +118.3% |
| YTD | +209.1% | -0.4% | +209.6% | +211.7% |
| 1Y | +365.4% | -10.9% | +376.3% | +386.6% |
| All | +365.4% | -8.8% | +374.2% | +386.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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