+690.7%
MSTR vs APA
-0.7%
+691.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.8% | -6.2% | -4.8% |
| 7D | +9.3% | -1.7% | +11.0% | +9.6% |
| 30D | +36.5% | +15.7% | +20.8% | +32.2% |
| 3M | +7.3% | +16.5% | -9.1% | +3.3% |
| 6M | +2.2% | +35.1% | -32.9% | -6.0% |
| YTD | -10.2% | +82.2% | -92.4% | -22.6% |
| 1Y | -58.6% | +102.5% | -161.1% | -65.4% |
| 3Y | +283.2% | +10.3% | +272.9% | +250.9% |
| 5Y | +113.8% | +166.1% | -52.3% | +72.9% |
| 10Y | +690.7% | -4.9% | +695.6% | +518.0% |
| All | +690.7% | -0.7% | +691.4% | +518.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling