-55.4%
APP vs BNS
+52.0%
-107.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.0% | +7.7% | +7.7% |
| 7D | +4.5% | +2.0% | +2.5% | +2.8% |
| 30D | -3.6% | +7.8% | -11.4% | -10.2% |
| 3M | -35.3% | +11.7% | -46.9% | -42.1% |
| 6M | -42.8% | +28.2% | -71.0% | -57.7% |
| YTD | -59.7% | +34.8% | -94.4% | -70.3% |
| 1Y | -55.4% | +51.1% | -106.4% | -70.7% |
| All | -55.4% | +52.0% | -107.3% | -70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling