+846.6%
APH vs MGY
+209.8%
+636.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -2.2% | +1.8% | -4.0% | -2.6% |
| 30D | -4.0% | +6.5% | -10.5% | -5.4% |
| 3M | +7.7% | +0.3% | +7.4% | +7.2% |
| 6M | +17.8% | -2.4% | +20.2% | +17.1% |
| YTD | +19.2% | +29.0% | -9.8% | +11.0% |
| 1Y | +35.7% | +17.0% | +18.6% | +28.9% |
| 3Y | +282.9% | +26.2% | +256.7% | +253.1% |
| 5Y | +345.6% | +92.3% | +253.3% | +261.4% |
| All | +846.6% | +209.8% | +636.8% | +528.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling