+876.5%
APH vs MGY
+199.8%
+676.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.2% |
| 7D | +5.0% | +2.1% | +2.9% | +4.5% |
| 30D | -3.9% | +13.8% | -17.7% | -6.6% |
| 3M | +13.0% | -4.3% | +17.3% | +13.5% |
| 6M | +25.2% | -5.1% | +30.2% | +25.2% |
| YTD | +22.9% | +24.8% | -1.9% | +15.3% |
| 1Y | +47.8% | +11.8% | +36.0% | +41.8% |
| 3Y | +283.0% | +23.5% | +259.5% | +254.8% |
| 5Y | +349.7% | +87.5% | +262.2% | +266.6% |
| All | +876.5% | +199.8% | +676.7% | +552.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling