+4,572.7%
APH vs SPXL
+6,567.8%
-1,995.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +3.8% |
| 7D | -5.9% | -8.7% | +2.8% | -2.6% |
| 30D | -14.8% | -16.9% | +2.1% | -8.3% |
| 3M | -12.4% | -15.2% | +2.7% | -6.5% |
| 6M | +8.1% | -5.5% | +13.6% | +10.2% |
| YTD | +10.9% | +12.4% | -1.5% | +5.2% |
| 1Y | +8.8% | +16.9% | -8.1% | +1.6% |
| 3Y | +262.1% | +211.8% | +50.2% | +121.4% |
| 5Y | +283.1% | +85.6% | +197.5% | +162.3% |
| 10Y | +908.1% | +1,159.4% | -251.3% | +155.4% |
| All | +4,572.7% | +6,567.8% | -1,995.0% | +300.2% |
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