+78.7%
APO vs BNS
+78.5%
+0.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +5.8% | +0.9% | +4.8% | +5.1% |
| 30D | +8.9% | +2.8% | +6.1% | +6.9% |
| 3M | -13.6% | +3.0% | -16.6% | -15.7% |
| 6M | -5.4% | +23.3% | -28.6% | -19.8% |
| YTD | -13.6% | +29.3% | -43.0% | -29.7% |
| 1Y | -2.5% | +41.7% | -44.2% | -26.3% |
| 3Y | +50.9% | +147.7% | -96.9% | -29.7% |
| All | +78.7% | +78.5% | +0.2% | +15.9% |
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