+129.2%
APO vs UVXY
-99.7%
+228.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.8% | +7.6% | -0.6% |
| 7D | -3.5% | +2.8% | -6.3% | -2.8% |
| 30D | -6.6% | -11.4% | +4.8% | -8.6% |
| 3M | -3.3% | -41.5% | +38.2% | -12.4% |
| 6M | +22.6% | -61.0% | +83.6% | +4.1% |
| YTD | -9.8% | -49.8% | +40.1% | -17.0% |
| 1Y | -3.9% | -66.4% | +62.6% | -16.8% |
| 3Y | +52.5% | -94.8% | +147.2% | +20.1% |
| All | +129.2% | -99.7% | +228.9% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UVXY.
Daily Out/Under-Performance
Portfolio return minus UVXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UVXY 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 5y: compounded portfolio wealth divided by compounded UVXY 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…
5y analysis · Full analysis span regression · 6 months rolling