-56.4%
MSTR vs APA
+94.6%
-151.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -1.3% |
| 7D | +12.2% | +0.5% | +11.6% | +12.1% |
| 30D | +45.2% | +23.4% | +21.8% | +44.5% |
| 3M | +10.4% | +12.7% | -2.3% | +10.3% |
| 6M | -2.5% | +39.4% | -41.9% | -10.3% |
| YTD | -6.0% | +79.0% | -85.0% | -19.9% |
| 1Y | -56.4% | +88.8% | -145.2% | -62.3% |
| All | -56.4% | +94.6% | -151.1% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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