-56.4%
MSTR vs APH
-25.2%
-31.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -47.8% | +55.2% | +9.0% |
| 7D | +3.9% | -48.7% | +52.6% | +6.0% |
| 30D | +45.2% | -51.9% | +97.1% | +50.5% |
| 3M | +10.4% | -43.6% | +53.9% | +8.2% |
| 6M | -2.5% | -37.5% | +35.0% | -8.8% |
| YTD | -6.0% | -38.6% | +32.6% | -15.1% |
| 1Y | -56.4% | -26.3% | -30.1% | -59.7% |
| All | -56.4% | -25.2% | -31.2% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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