+13,690.2%
SOXL vs APO
+1,727.7%
+11,962.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +6.8% |
| 7D | +16.4% | +0.1% | +16.3% | +16.0% |
| 30D | -12.1% | +3.9% | -16.0% | -18.0% |
| 3M | -41.7% | +3.8% | -45.5% | -45.1% |
| 6M | +157.4% | +22.3% | +135.1% | +92.8% |
| YTD | +193.3% | -7.8% | +201.1% | +207.5% |
| 1Y | +355.3% | -0.3% | +355.7% | +323.4% |
| 3Y | +484.2% | +57.1% | +427.0% | +275.4% |
| 5Y | +182.7% | +137.0% | +45.7% | +40.3% |
| 10Y | +4,692.2% | +946.8% | +3,745.4% | +574.6% |
| All | +13,690.2% | +1,727.7% | +11,962.5% | +1,064.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling