+916.7%
APO vs SCCO
+1,104.1%
-187.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | -3.5% | -2.7% | -0.9% | -2.7% |
| 30D | -6.6% | -0.7% | -5.8% | -6.9% |
| 3M | -3.3% | +8.1% | -11.4% | -7.3% |
| 6M | +22.6% | +4.1% | +18.5% | +16.9% |
| YTD | -9.8% | +41.1% | -50.9% | -26.7% |
| 1Y | -3.9% | +95.6% | -99.4% | -33.4% |
| 3Y | +52.5% | +179.3% | -126.8% | -15.3% |
| 5Y | +134.0% | +308.3% | -174.3% | +3.2% |
| All | +916.7% | +1,104.1% | -187.4% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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