+105.2%
TQQQ vs APO
+132.8%
-27.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.6% |
| 7D | -1.9% | -3.5% | +1.6% | +2.1% |
| 30D | -4.9% | -6.6% | +1.7% | +2.3% |
| 3M | -6.4% | -3.3% | -3.1% | -4.3% |
| 6M | +44.4% | +22.6% | +21.8% | +10.2% |
| YTD | +35.2% | -9.8% | +44.9% | +44.1% |
| 1Y | +49.5% | -3.9% | +53.4% | +43.8% |
| 3Y | +250.7% | +52.5% | +198.2% | +82.5% |
| All | +105.2% | +132.8% | -27.6% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling