+5,077.8%
APH vs SPXL
+7,736.1%
-2,658.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.4% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -3.9% | -0.9% | -3.0% | -3.6% |
| 3M | +13.0% | +2.0% | +10.9% | +11.7% |
| 6M | +25.2% | +33.5% | -8.4% | +10.8% |
| YTD | +22.9% | +32.2% | -9.2% | +9.3% |
| 1Y | +47.8% | +48.9% | -1.1% | +25.2% |
| 3Y | +283.0% | +222.9% | +60.2% | +129.8% |
| 5Y | +349.7% | +140.7% | +208.9% | +176.9% |
| 10Y | +1,061.2% | +1,192.7% | -131.4% | +191.1% |
| All | +5,077.8% | +7,736.1% | -2,658.3% | +315.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 all: compounded portfolio wealth divided by compounded SPXL 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…
all analysis · Full analysis span regression · 6 months rolling