+13,685.1%
APH vs BNS
+1,492.9%
+12,192.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.4% |
| 3M | +13.0% | +16.3% | -3.4% | +2.6% |
| 6M | +25.2% | +28.8% | -3.6% | +6.8% |
| YTD | +22.9% | +30.0% | -7.0% | +4.5% |
| 1Y | +47.8% | +50.7% | -2.9% | +14.7% |
| 3Y | +283.0% | +125.4% | +157.6% | +128.7% |
| 5Y | +349.7% | +94.2% | +255.4% | +191.6% |
| 10Y | +1,061.2% | +182.8% | +878.4% | +477.8% |
| All | +13,685.1% | +1,492.9% | +12,192.1% | +2,068.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling