+1,777.9%
APO vs BNS
+216.3%
+1,561.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -0.5% |
| 7D | +0.1% | +1.8% | -1.7% | -1.4% |
| 30D | +3.9% | +4.5% | -0.6% | -0.3% |
| 3M | +3.8% | +15.8% | -12.0% | -8.5% |
| 6M | +22.3% | +31.5% | -9.2% | -3.1% |
| YTD | -7.8% | +28.6% | -36.4% | -25.8% |
| 1Y | -0.3% | +48.2% | -48.5% | -28.9% |
| 3Y | +57.1% | +130.8% | -73.7% | -23.9% |
| 5Y | +137.0% | +94.9% | +42.1% | +33.2% |
| 10Y | +946.8% | +179.6% | +767.3% | +327.9% |
| All | +1,777.9% | +216.3% | +1,561.6% | +581.7% |
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