Strategy: αc Compound Portfolio III

Investment Objective

Aggressive Long-Term Capital Appreciation

Annualized Return

37.6%

Time
Horizon

5+ years

Rebalancing Frequency

N/A

About

A buy-and-hold portfolio consisting of a number of stable companies with high long-term growth.

Period: December 2008 - March 2021.

Compare with
S&P 500 (US Large Cap) (SP500.X)
  • 🚀 Performance

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    αc Compound Portfolio III
    • Annualized Return: 37.59%
    • Sharpe: 1.66
    • Sortino: 2.4
    S&P 500 (US Large Cap)
    • Annualized Return: 14.82%
    • Sharpe: 0.85
    • Sortino: 1.2
  • 📉 Downturns

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    αc Compound Portfolio III
    • Max Drawdown: -32.36%
    • Average recovery time of large downturns: 6 months
    S&P 500 (US Large Cap)
    • Max Drawdown: -33.7%
    • Average recovery time of large downturns: 6 months
  • 📊 Historical annual returns

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    αc Compound Portfolio III
    • Positive year ratio: 92%
    • Outperformance ratio (vs. benchmark): 92%
    S&P 500 (US Large Cap)
    • Positive year ratio: 92%
  • 📅 Historical monthly returns

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