+1,051.4%
STX vs BAM
+84.8%
+966.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.7% | +11.7% | +10.6% |
| 7D | -1.0% | -2.9% | +1.9% | +0.2% |
| 30D | -26.8% | +14.7% | -41.4% | -30.5% |
| 3M | -32.7% | -4.1% | -28.6% | -31.9% |
| 6M | -33.7% | +9.6% | -43.3% | -36.9% |
| YTD | +101.0% | +3.4% | +97.6% | +95.2% |
| 1Y | +92.7% | +1.0% | +91.7% | +89.2% |
| 3Y | +708.7% | +88.2% | +620.5% | +509.9% |
| All | +1,051.4% | +84.8% | +966.6% | +764.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling