+282.2%
APH vs BNS
+76.9%
+205.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.2% |
| 7D | -5.9% | -2.2% | -3.7% | -4.6% |
| 30D | -14.8% | +5.1% | -19.9% | -17.3% |
| 3M | -12.4% | +4.7% | -17.2% | -15.0% |
| 6M | +8.1% | +19.0% | -11.0% | -3.1% |
| YTD | +10.9% | +28.2% | -17.2% | -4.8% |
| 1Y | +8.8% | +43.4% | -34.6% | -12.4% |
| 3Y | +262.1% | +143.1% | +119.0% | +110.6% |
| All | +282.2% | +76.9% | +205.2% | +171.0% |
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 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