-4.4%
APO vs UPRO
+29.4%
-33.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.9% | +3.2% | +6.1% |
| 7D | +8.2% | -2.6% | +10.8% | +9.2% |
| 30D | +6.4% | -4.3% | +10.7% | +8.1% |
| 3M | -7.4% | -4.3% | -3.2% | -6.1% |
| 6M | -4.2% | +14.7% | -18.9% | -10.3% |
| YTD | -14.1% | +28.0% | -42.1% | -21.3% |
| 1Y | -4.4% | +29.8% | -34.2% | -12.9% |
| All | -4.4% | +29.4% | -33.8% | -12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling