+930.0%
APH vs BNS
+187.6%
+742.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +4.9% | +0.9% | +4.0% | +4.3% |
| 30D | -5.4% | +2.8% | -8.2% | -6.9% |
| 3M | -5.5% | +3.0% | -8.5% | -7.3% |
| 6M | +25.9% | +23.3% | +2.6% | +10.4% |
| YTD | +16.4% | +29.3% | -13.0% | -0.7% |
| 1Y | +16.5% | +41.7% | -25.2% | -5.9% |
| 3Y | +270.9% | +147.7% | +123.1% | +110.8% |
| 5Y | +289.5% | +79.4% | +210.1% | +167.4% |
| All | +930.0% | +187.6% | +742.4% | +455.3% |
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