+673.8%
STX vs BAM
+85.6%
+588.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | +14.6% | -2.7% | +17.3% | +15.6% |
| 30D | -26.0% | +15.5% | -41.5% | -30.0% |
| 3M | -42.6% | -6.9% | -35.8% | -41.3% |
| 6M | -35.3% | +9.9% | -45.2% | -38.6% |
| YTD | +92.5% | +1.4% | +91.1% | +88.5% |
| 1Y | +102.4% | +3.3% | +99.1% | +96.4% |
| 3Y | +673.8% | +83.6% | +590.2% | +480.7% |
| All | +673.8% | +85.6% | +588.2% | +480.7% |
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 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