+1,659.1%
APO vs BNS
+218.1%
+1,440.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.9% |
| 7D | +5.8% | +0.9% | +4.8% | +5.0% |
| 30D | +8.9% | +2.8% | +6.1% | +6.7% |
| 3M | -13.6% | +3.0% | -16.6% | -16.0% |
| 6M | -5.4% | +23.3% | -28.6% | -20.8% |
| YTD | -13.6% | +29.3% | -43.0% | -30.8% |
| 1Y | -2.5% | +41.7% | -44.2% | -27.7% |
| 3Y | +50.9% | +147.7% | -96.9% | -30.9% |
| 5Y | +81.4% | +79.4% | +2.0% | +9.1% |
| 10Y | +843.9% | +188.5% | +655.4% | +278.1% |
| All | +1,659.1% | +218.1% | +1,440.9% | +535.8% |
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