+158.3%
APA vs MGY
+88.8%
+69.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.3% |
| 7D | +4.6% | +3.5% | +1.0% | +1.0% |
| 30D | +11.9% | +5.3% | +6.6% | +6.2% |
| 3M | +22.5% | +2.6% | +19.8% | +18.6% |
| 6M | +37.5% | -3.3% | +40.8% | +42.9% |
| YTD | +87.2% | +29.2% | +57.9% | +46.1% |
| 1Y | +101.4% | +18.0% | +83.4% | +72.6% |
| 3Y | +16.9% | +30.0% | -13.1% | -7.3% |
| All | +158.3% | +88.8% | +69.5% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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