-26.3%
APH vs MGY
+15.5%
-41.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.2% | -47.6% | -47.8% |
| 7D | -48.7% | +0.6% | -49.3% | -48.7% |
| 30D | -51.9% | +13.8% | -65.7% | -51.5% |
| 3M | -43.6% | -4.3% | -39.3% | -43.9% |
| 6M | -37.5% | -5.1% | -32.5% | -38.8% |
| YTD | -38.6% | +24.8% | -63.4% | -42.4% |
| 1Y | -26.3% | +11.8% | -38.1% | -29.2% |
| All | -26.3% | +15.5% | -41.9% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling