+93.6%
AAPL vs MSTR
+179.7%
-86.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -0.7% | -1.2% | +0.6% | -0.6% |
| 30D | +1.7% | -15.9% | +17.6% | +2.6% |
| 3M | +9.7% | +33.1% | -23.4% | +7.0% |
| 6M | +19.3% | -31.0% | +50.3% | +20.8% |
| YTD | +26.3% | -15.1% | +41.4% | +25.3% |
| 1Y | +27.4% | -45.6% | +73.0% | +29.9% |
| 3Y | +93.6% | +180.5% | -86.9% | +97.2% |
| All | +93.6% | +179.7% | -86.1% | +97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling