+1,062.5%
APH vs BNS
+179.9%
+882.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | 0.0% |
| 7D | +1.6% | -1.3% | +2.9% | +2.4% |
| 30D | -3.0% | +4.0% | -7.0% | -5.4% |
| 3M | +5.7% | +13.8% | -8.0% | -2.7% |
| 6M | +20.0% | +32.7% | -12.7% | +0.7% |
| YTD | +20.8% | +27.6% | -6.8% | +4.0% |
| 1Y | +40.2% | +47.4% | -7.2% | +10.6% |
| 3Y | +288.1% | +129.0% | +159.1% | +131.4% |
| 5Y | +352.5% | +92.7% | +259.8% | +197.3% |
| 10Y | +1,062.5% | +182.1% | +880.4% | +520.3% |
| All | +1,062.5% | +179.9% | +882.6% | +520.3% |
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