+1,671.0%
STX vs BAM
+78.0%
+1,593.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +6.1% |
| 7D | +2.4% | -2.0% | +4.3% | +3.1% |
| 30D | +1.4% | -2.9% | +4.3% | +2.3% |
| 3M | -8.2% | +9.4% | -17.6% | -12.2% |
| 6M | +127.0% | +10.8% | +116.3% | +115.0% |
| YTD | +209.1% | -0.4% | +209.6% | +205.4% |
| 1Y | +365.4% | -10.9% | +376.3% | +381.2% |
| 3Y | +1,135.4% | +61.3% | +1,074.1% | +885.1% |
| All | +1,671.0% | +78.0% | +1,593.1% | +1,252.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling