+4,921.3%
SOXL vs APO
+945.2%
+3,976.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.1% |
| 7D | +3.9% | -3.5% | +7.4% | +9.2% |
| 30D | -14.3% | -6.6% | -7.8% | -6.9% |
| 3M | -45.6% | -3.3% | -42.3% | -44.1% |
| 6M | +117.2% | +22.6% | +94.6% | +56.4% |
| YTD | +189.8% | -9.8% | +199.6% | +212.9% |
| 1Y | +317.7% | -3.9% | +321.6% | +301.2% |
| 3Y | +478.6% | +52.5% | +426.2% | +249.5% |
| 5Y | +169.5% | +134.0% | +35.5% | +14.3% |
| All | +4,921.3% | +945.2% | +3,976.0% | +592.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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