+33.4%
AAPL vs MSTR
-58.4%
+91.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -0.9% |
| 7D | -2.7% | +9.3% | -12.1% | -3.3% |
| 30D | +1.0% | +36.5% | -35.5% | -1.2% |
| 3M | +5.0% | +7.3% | -2.4% | +3.8% |
| 6M | +23.0% | +2.2% | +20.8% | +21.9% |
| YTD | +16.6% | -10.2% | +26.8% | +16.0% |
| 1Y | +33.4% | -58.6% | +92.0% | +38.3% |
| All | +33.4% | -58.4% | +91.8% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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