+708.1%
STX vs BAM
+89.3%
+618.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -30.4% |
| 3M | -32.7% | -4.1% | -28.6% | -31.8% |
| 6M | -33.7% | +9.6% | -43.3% | -36.9% |
| YTD | +101.0% | +3.4% | +97.6% | +95.5% |
| 1Y | +92.7% | +1.0% | +91.7% | +89.7% |
| All | +708.1% | +89.3% | +618.8% | +502.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling