+47.1%
APO vs CI
0.0%
+47.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.4% |
| 7D | +0.8% | -1.6% | +2.3% | +0.8% |
| 30D | +1.0% | +5.4% | -4.4% | +1.0% |
| 3M | -8.4% | +7.3% | -15.7% | -8.4% |
| 6M | -9.1% | +5.3% | -14.4% | -9.2% |
| YTD | -18.3% | +8.5% | -26.8% | -18.4% |
| 1Y | -8.0% | +17.1% | -25.1% | -8.3% |
| 3Y | +47.1% | +1.4% | +45.6% | +50.0% |
| All | +47.1% | 0.0% | +47.1% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling