+51.2%
APO vs BNS
+129.0%
-77.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.8% |
| 7D | -4.9% | -2.2% | -2.7% | -3.7% |
| 30D | -8.4% | +4.5% | -12.9% | -10.9% |
| 3M | -2.1% | +14.9% | -16.9% | -10.0% |
| 6M | +19.2% | +32.5% | -13.2% | +0.7% |
| YTD | -10.5% | +28.6% | -39.1% | -23.2% |
| 1Y | -2.7% | +48.4% | -51.1% | -23.6% |
| All | +51.2% | +129.0% | -77.8% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling