+40.2%
APH vs BNS
+46.9%
-6.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.1% |
| 7D | +1.6% | -1.3% | +2.9% | +2.6% |
| 30D | -3.0% | +4.0% | -7.0% | -5.9% |
| 3M | +5.7% | +13.8% | -8.0% | -6.4% |
| 6M | +20.0% | +32.7% | -12.7% | -9.0% |
| YTD | +20.8% | +27.6% | -6.8% | -3.2% |
| 1Y | +40.2% | +47.4% | -7.2% | +10.0% |
| All | +40.2% | +46.9% | -6.7% | +10.0% |
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