-42.3%
MSTR vs APO
-5.6%
-36.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.1% | -3.0% | +0.1% |
| 7D | -1.8% | +8.2% | -10.0% | -7.0% |
| 30D | -13.3% | +6.4% | -19.7% | -17.1% |
| 3M | +46.0% | -7.4% | +53.4% | +52.5% |
| 6M | -22.4% | -4.2% | -18.3% | -20.9% |
| YTD | -6.2% | -14.1% | +7.9% | +1.6% |
| 1Y | -42.3% | -4.4% | -37.9% | -41.2% |
| All | -42.3% | -5.6% | -36.6% | -41.2% |
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