+845.7%
APO vs UPRO
+1,064.0%
-218.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.6% | +1.0% |
| 7D | +8.1% | -2.9% | +11.0% | +9.3% |
| 30D | +3.4% | -12.4% | +15.9% | +9.5% |
| 3M | -6.6% | -11.9% | +5.2% | -1.6% |
| 6M | -7.1% | -1.7% | -5.4% | -7.8% |
| YTD | -14.1% | +18.5% | -32.7% | -22.6% |
| 1Y | -4.7% | +17.5% | -22.2% | -13.9% |
| 3Y | +51.3% | +218.4% | -167.1% | -17.0% |
| 5Y | +82.7% | +99.1% | -16.4% | +14.1% |
| 10Y | +845.7% | +1,071.1% | -225.4% | +101.2% |
| All | +845.7% | +1,064.0% | -218.3% | +101.2% |
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