+588.0%
STX vs BAM
+85.9%
+502.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.5% |
| 7D | -28.5% | +9.7% | -38.2% | -30.9% |
| 30D | -42.9% | +19.0% | -61.9% | -46.5% |
| 3M | -45.9% | +0.6% | -46.5% | -46.2% |
| 6M | -41.3% | +11.1% | -52.4% | -44.4% |
| YTD | +67.9% | +4.2% | +63.8% | +63.0% |
| 1Y | +66.5% | +3.3% | +63.2% | +62.4% |
| 3Y | +588.0% | +88.8% | +499.2% | +408.5% |
| All | +588.0% | +85.9% | +502.1% | +408.5% |
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