-2.7%
APO vs SPXL
+38.9%
-41.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.6% |
| 7D | -4.9% | -6.0% | +1.1% | -2.5% |
| 30D | -8.4% | -5.8% | -2.7% | -6.2% |
| 3M | -2.1% | +10.9% | -12.9% | -6.0% |
| 6M | +19.2% | +31.9% | -12.7% | +7.0% |
| YTD | -10.5% | +25.8% | -36.3% | -17.7% |
| 1Y | -2.7% | +39.8% | -42.5% | -16.2% |
| All | -2.7% | +38.9% | -41.6% | -16.2% |
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 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