+949.3%
APO vs CCI
+17.8%
+931.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | -0.4% | +2.1% | -2.5% | -1.2% |
| 3M | -0.9% | -17.8% | +17.0% | +6.4% |
| 6M | +22.1% | -14.2% | +36.3% | +28.2% |
| YTD | -8.4% | -13.3% | +5.0% | -4.7% |
| 1Y | -0.9% | -16.6% | +15.7% | +4.5% |
| 3Y | +56.1% | -10.8% | +66.9% | +50.9% |
| 5Y | +136.0% | -50.3% | +186.3% | +208.0% |
| 10Y | +949.3% | +22.5% | +926.8% | +1,032.2% |
| All | +949.3% | +17.8% | +931.5% | +1,032.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 10y: compounded portfolio wealth divided by compounded CCI 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…
10y analysis · Full analysis span regression · 6 months rolling