-49.3%
MSTR vs APH
+14.0%
-63.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.3% |
| 7D | -10.7% | -5.0% | -5.7% | -9.5% |
| 30D | -21.6% | -8.4% | -13.2% | -19.6% |
| 3M | +24.4% | -4.5% | +28.9% | +25.7% |
| 6M | -35.5% | +25.3% | -60.7% | -41.1% |
| YTD | -20.3% | +18.9% | -39.2% | -31.4% |
| 1Y | -49.3% | +11.9% | -61.3% | -54.8% |
| All | -49.3% | +14.0% | -63.3% | -54.8% |
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