+895.2%
APO vs CI
+158.0%
+737.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.7% | +4.0% | +4.4% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +3.0% | +4.7% | -1.7% | +1.3% |
| 3M | -3.7% | +5.2% | -8.9% | -5.6% |
| 6M | -7.5% | +3.8% | -11.3% | -9.5% |
| YTD | -14.5% | +9.2% | -23.7% | -18.5% |
| 1Y | -6.2% | +14.3% | -20.4% | -12.2% |
| 3Y | +51.9% | +8.4% | +43.5% | +36.3% |
| 5Y | +76.5% | +50.0% | +26.4% | +31.1% |
| 10Y | +895.2% | +142.2% | +753.0% | +497.6% |
| All | +895.2% | +158.0% | +737.2% | +497.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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