+956.0%
APO vs UPRO
+1,180.6%
-224.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.6% |
| 7D | +0.1% | +1.5% | -1.4% | -0.6% |
| 30D | +3.9% | -3.7% | +7.6% | +5.7% |
| 3M | +3.8% | +8.0% | -4.2% | -0.4% |
| 6M | +22.3% | +38.7% | -16.4% | +3.2% |
| YTD | -7.8% | +29.5% | -37.3% | -19.7% |
| 1Y | -0.3% | +46.1% | -46.4% | -18.5% |
| 3Y | +57.1% | +229.1% | -172.0% | -15.0% |
| 5Y | +137.0% | +136.0% | +1.0% | +37.9% |
| All | +956.0% | +1,180.6% | -224.7% | +136.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling