+300.6%
APH vs MGY
+30.8%
+269.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -1.5% |
| 7D | +0.4% | +2.6% | -2.2% | -0.2% |
| 30D | -8.0% | -2.0% | -6.0% | -7.8% |
| 3M | -5.0% | -7.8% | +2.8% | -3.9% |
| 6M | +29.9% | -13.9% | +43.8% | +32.5% |
| YTD | +18.0% | +11.6% | +6.3% | +12.0% |
| 1Y | +11.3% | +6.7% | +4.6% | +6.7% |
| 3Y | +274.9% | +20.6% | +254.3% | +246.7% |
| 5Y | +300.6% | +32.4% | +268.2% | +254.1% |
| All | +300.6% | +30.8% | +269.8% | +254.1% |
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