+153,757.3%
AAPL vs MSTR
+1,685.0%
+152,072.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.3% |
| 7D | +0.1% | +12.2% | -12.1% | -1.6% |
| 30D | +3.0% | +45.2% | -42.2% | -2.4% |
| 3M | +2.9% | +10.4% | -7.5% | +0.4% |
| 6M | +22.1% | -2.5% | +24.6% | +20.2% |
| YTD | +18.0% | -6.0% | +24.0% | +15.3% |
| 1Y | +33.9% | -56.4% | +90.3% | +43.2% |
| 3Y | +71.2% | +306.3% | -235.1% | +21.3% |
| 5Y | +112.6% | +100.5% | +12.1% | +50.5% |
| 10Y | +1,198.8% | +741.1% | +457.7% | +586.4% |
| All | +153,757.3% | +1,685.0% | +152,072.3% | +47,721.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling