+0.8%
APO vs SPXL
+52.0%
-51.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | +3.5% | -0.9% | +4.3% | +3.8% |
| 3M | +4.5% | +2.0% | +2.5% | +3.3% |
| 6M | +22.8% | +33.5% | -10.7% | +9.9% |
| YTD | -6.5% | +32.2% | -38.7% | -15.8% |
| 1Y | +0.8% | +48.9% | -48.1% | -17.1% |
| All | +0.8% | +52.0% | -51.2% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling