+1,252.0%
MSTR vs AEP
+803.2%
+448.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +12.2% | +1.8% | +10.4% | +11.8% |
| 30D | +45.2% | -0.8% | +46.0% | +45.4% |
| 3M | +10.4% | -1.8% | +12.2% | +10.4% |
| 6M | -2.5% | -5.4% | +2.9% | -1.7% |
| YTD | -6.0% | +10.4% | -16.5% | -8.6% |
| 1Y | -56.4% | +18.2% | -74.6% | -58.3% |
| 3Y | +306.3% | +79.0% | +227.3% | +244.2% |
| 5Y | +100.5% | +64.8% | +35.6% | +73.9% |
| 10Y | +741.1% | +170.8% | +570.2% | +530.8% |
| All | +1,252.0% | +803.2% | +448.7% | +587.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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