-42.3%
MSTR vs APA
+107.6%
-149.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.9% | +12.0% | +4.5% |
| 7D | -1.8% | -13.0% | +11.1% | -2.8% |
| 30D | -13.3% | +2.0% | -15.3% | -13.4% |
| 3M | +46.0% | +24.9% | +21.1% | +46.4% |
| 6M | -22.4% | +7.2% | -29.6% | -21.7% |
| YTD | -6.2% | +87.1% | -93.3% | -22.6% |
| 1Y | -42.3% | +107.2% | -149.5% | -53.9% |
| All | -42.3% | +107.6% | -149.9% | -53.9% |
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