-42.3%
MSTR vs APH
+16.5%
-58.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.2% | +11.2% | +7.0% |
| 7D | -1.8% | -2.4% | +0.6% | -1.3% |
| 30D | -13.3% | -9.5% | -3.8% | -10.8% |
| 3M | +46.0% | -7.6% | +53.6% | +49.0% |
| 6M | -22.4% | +12.4% | -34.8% | -26.3% |
| YTD | -6.2% | +17.5% | -23.7% | -19.0% |
| 1Y | -42.3% | +16.4% | -58.7% | -50.2% |
| All | -42.3% | +16.5% | -58.8% | -50.2% |
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