+590.4%
APO vs MGY
+210.8%
+379.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -1.0% |
| 7D | -1.0% | +1.5% | -2.5% | -1.5% |
| 30D | -0.4% | +6.8% | -7.2% | -2.7% |
| 3M | -0.9% | +2.6% | -3.5% | -2.5% |
| 6M | +22.1% | -3.1% | +25.3% | +21.3% |
| YTD | -8.4% | +29.4% | -37.8% | -17.5% |
| 1Y | -0.9% | +22.3% | -23.3% | -9.6% |
| 3Y | +56.1% | +26.6% | +29.6% | +39.5% |
| 5Y | +136.0% | +92.1% | +43.9% | +79.7% |
| All | +590.4% | +210.8% | +379.6% | +311.4% |
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