+120.4%
MSTR vs APH
+350.9%
-230.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.2% |
| 7D | +12.2% | +5.0% | +7.2% | +7.5% |
| 30D | +45.2% | -3.9% | +49.0% | +49.7% |
| 3M | +10.4% | +13.0% | -2.6% | -5.3% |
| 6M | -2.5% | +25.2% | -27.6% | -27.7% |
| YTD | -6.0% | +22.9% | -29.0% | -33.6% |
| 1Y | -56.4% | +47.8% | -104.2% | -76.4% |
| 3Y | +306.3% | +283.0% | +23.3% | -53.6% |
| All | +120.4% | +350.9% | -230.5% | -80.9% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling