-47.4%
MSTR vs APD
+21.8%
-69.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.6% | -2.2% |
| 7D | -4.0% | -1.6% | -2.4% | -4.3% |
| 30D | -18.6% | +10.6% | -29.2% | -16.5% |
| 3M | +25.6% | +2.5% | +23.1% | +27.0% |
| 6M | -33.1% | +6.0% | -39.0% | -31.0% |
| YTD | -17.3% | +28.4% | -45.8% | -12.4% |
| All | -47.4% | +21.8% | -69.2% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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