-4.4%
APO vs MGY
+8.9%
-13.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -5.2% | +13.3% | +7.3% |
| 7D | +8.2% | -12.1% | +20.3% | +6.3% |
| 30D | +6.4% | -2.6% | +9.0% | +5.8% |
| 3M | -7.4% | -4.2% | -3.2% | -7.9% |
| 6M | -4.2% | -23.9% | +19.7% | -5.6% |
| YTD | -14.1% | +8.8% | -23.0% | -19.5% |
| 1Y | -4.4% | +9.5% | -13.9% | -11.3% |
| All | -4.4% | +8.9% | -13.3% | -11.3% |
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