+916.7%
APO vs BNS
+188.9%
+727.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | +0.3% |
| 7D | -3.5% | -0.4% | -3.1% | -3.2% |
| 30D | -6.6% | +3.5% | -10.0% | -9.7% |
| 3M | -3.3% | +14.1% | -17.3% | -14.5% |
| 6M | +22.6% | +33.8% | -11.2% | -6.2% |
| YTD | -9.8% | +29.5% | -39.2% | -29.2% |
| 1Y | -3.9% | +48.4% | -52.3% | -33.5% |
| 3Y | +52.5% | +129.6% | -77.1% | -30.8% |
| 5Y | +134.0% | +96.1% | +37.9% | +23.7% |
| All | +916.7% | +188.9% | +727.8% | +277.1% |
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