+416.0%
AAOI vs UPRO
+1,258.3%
-842.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +0.6% |
| 7D | -0.2% | -2.5% | +2.4% | +1.3% |
| 30D | -23.7% | -4.2% | -19.5% | -21.9% |
| 3M | -39.0% | +8.1% | -47.1% | -40.5% |
| 6M | -17.0% | +35.2% | -52.3% | -28.1% |
| YTD | +202.2% | +28.4% | +173.8% | +169.9% |
| 1Y | +292.4% | +39.3% | +253.1% | +244.3% |
| 3Y | +804.4% | +219.9% | +584.5% | +488.5% |
| 5Y | +1,318.0% | +142.8% | +1,175.2% | +867.0% |
| All | +416.0% | +1,258.3% | -842.3% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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