+66.5%
STX vs BAM
+2.7%
+63.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.3% |
| 7D | -28.5% | +9.7% | -38.2% | -29.0% |
| 30D | -42.9% | +19.0% | -61.9% | -44.1% |
| 3M | -45.9% | +0.6% | -46.5% | -45.4% |
| 6M | -41.3% | +11.1% | -52.4% | -42.3% |
| YTD | +67.9% | +4.2% | +63.8% | +72.0% |
| 1Y | +66.5% | +3.3% | +63.2% | +71.7% |
| All | +66.5% | +2.7% | +63.9% | +71.7% |
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