+949.3%
APO vs UPRO
+1,162.5%
-213.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | 0.0% |
| 7D | -1.0% | -1.3% | +0.3% | -0.4% |
| 30D | -0.4% | -5.0% | +4.7% | +2.1% |
| 3M | -0.9% | +7.5% | -8.4% | -4.7% |
| 6M | +22.1% | +33.2% | -11.1% | +5.1% |
| YTD | -8.4% | +27.7% | -36.1% | -19.7% |
| 1Y | -0.9% | +43.0% | -44.0% | -18.2% |
| 3Y | +56.1% | +224.4% | -168.3% | -14.9% |
| 5Y | +136.0% | +135.9% | +0.2% | +37.5% |
| 10Y | +949.3% | +1,232.5% | -283.2% | +136.8% |
| All | +949.3% | +1,162.5% | -213.2% | +136.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling