+449.8%
SOXL vs APO
+50.8%
+399.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.3% | -5.7% | -4.8% |
| 7D | +8.5% | -4.9% | +13.3% | +16.1% |
| 30D | -13.0% | -8.4% | -4.5% | -2.9% |
| 3M | -35.9% | -2.1% | -33.9% | -35.0% |
| 6M | +112.1% | +19.2% | +92.8% | +56.6% |
| YTD | +175.4% | -10.5% | +186.0% | +205.9% |
| 1Y | +304.9% | -2.7% | +307.6% | +279.8% |
| All | +449.8% | +50.8% | +399.1% | +222.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling