-26.3%
APH vs BNS
+50.5%
-76.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.4% | -50.1% | -48.9% |
| 7D | -48.7% | +1.0% | -49.7% | -49.2% |
| 30D | -51.9% | +6.0% | -57.9% | -54.2% |
| 3M | -43.6% | +16.3% | -59.9% | -50.9% |
| 6M | -37.5% | +27.3% | -64.8% | -50.6% |
| YTD | -38.6% | +28.5% | -67.1% | -50.9% |
| 1Y | -26.3% | +49.0% | -75.3% | -41.8% |
| All | -26.3% | +50.5% | -76.8% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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