+955.2%
APH vs BNS
+183.7%
+771.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.5% |
| 7D | -5.0% | -1.1% | -3.9% | -4.3% |
| 30D | -8.4% | +4.7% | -13.1% | -10.8% |
| 3M | -4.5% | +5.5% | -10.0% | -7.7% |
| 6M | +25.3% | +21.7% | +3.6% | +10.8% |
| YTD | +18.9% | +29.5% | -10.5% | +1.5% |
| 1Y | +11.9% | +41.9% | -30.0% | -9.6% |
| 3Y | +278.0% | +148.5% | +129.5% | +114.6% |
| 5Y | +306.4% | +80.3% | +226.2% | +178.3% |
| 10Y | +955.2% | +184.7% | +770.5% | +479.9% |
| All | +955.2% | +183.7% | +771.4% | +479.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling