+355.9%
APH vs BNS
+94.5%
+261.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.6% |
| 7D | +5.0% | +1.5% | +3.4% | +3.9% |
| 30D | -3.9% | +6.0% | -9.8% | -7.3% |
| 3M | +13.0% | +16.3% | -3.4% | +2.6% |
| 6M | +25.2% | +28.8% | -3.6% | +6.7% |
| YTD | +22.9% | +30.0% | -7.0% | +4.6% |
| 1Y | +47.8% | +50.7% | -2.9% | +15.5% |
| 3Y | +283.0% | +125.4% | +157.6% | +133.1% |
| All | +355.9% | +94.5% | +261.4% | +196.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling