+317.7%
SOXL vs APO
-2.1%
+319.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.6% |
| 7D | +3.9% | -3.5% | +7.4% | +6.6% |
| 30D | -14.3% | -6.6% | -7.8% | -10.4% |
| 3M | -45.6% | -3.3% | -42.3% | -44.6% |
| 6M | +117.2% | +22.6% | +94.6% | +87.9% |
| YTD | +189.8% | -9.8% | +199.6% | +209.9% |
| 1Y | +317.7% | -3.9% | +321.6% | +325.1% |
| All | +317.7% | -2.1% | +319.8% | +325.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling