+123.8%
STX vs BAM
+4.2%
+119.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.2% | -14.3% | -8.4% |
| 7D | -20.2% | +14.2% | -34.4% | -21.2% |
| 30D | -37.2% | +21.0% | -58.2% | -38.7% |
| 3M | -34.1% | +5.2% | -39.2% | -33.9% |
| 6M | -24.5% | +16.0% | -40.4% | -26.7% |
| YTD | +102.9% | +6.5% | +96.5% | +107.7% |
| 1Y | +123.8% | +4.4% | +119.4% | +133.1% |
| All | +123.8% | +4.2% | +119.6% | +133.1% |
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