+554.5%
MSTR vs APO
+903.0%
-348.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.7% | -7.3% | -5.2% |
| 7D | -4.0% | +2.3% | -6.2% | -5.4% |
| 30D | -18.6% | +3.0% | -21.6% | -20.3% |
| 3M | +25.6% | -3.7% | +29.3% | +27.2% |
| 6M | -33.1% | -7.5% | -25.6% | -31.0% |
| YTD | -17.3% | -14.5% | -2.8% | -10.7% |
| 1Y | -48.1% | -6.2% | -41.9% | -46.9% |
| 3Y | +154.2% | +51.9% | +102.3% | +108.2% |
| 5Y | +46.2% | +76.5% | -30.3% | +9.3% |
| 10Y | +554.5% | +895.2% | -340.7% | +240.6% |
| All | +554.5% | +903.0% | -348.5% | +240.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling