-56.4%
MSTR vs APO
+1.9%
-58.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | +12.2% | -1.0% | +13.2% | +13.1% |
| 30D | +45.2% | +3.5% | +41.7% | +41.4% |
| 3M | +10.4% | +4.5% | +5.8% | +6.8% |
| 6M | -2.5% | +22.8% | -25.3% | -14.9% |
| YTD | -6.0% | -6.5% | +0.5% | -5.4% |
| 1Y | -56.4% | +0.8% | -57.2% | -56.9% |
| All | -56.4% | +1.9% | -58.3% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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