+3,253.1%
APO vs UVXY
-100.0%
+3,353.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.3% | -3.7% | -1.1% |
| 7D | +0.1% | -4.7% | +4.8% | -0.6% |
| 30D | +3.9% | -17.1% | +20.9% | +1.2% |
| 3M | +3.8% | -39.9% | +43.7% | -2.7% |
| 6M | +22.3% | -66.9% | +89.1% | +6.7% |
| YTD | -7.8% | -50.1% | +42.3% | -13.1% |
| 1Y | -0.3% | -68.3% | +68.0% | -10.5% |
| 3Y | +57.1% | -95.0% | +152.1% | +35.4% |
| 5Y | +137.0% | -99.7% | +236.6% | +67.9% |
| 10Y | +946.8% | -100.0% | +1,046.8% | +451.4% |
| All | +3,253.1% | -100.0% | +3,353.1% | +700.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling