-58.6%
MSTR vs APO
+1.0%
-59.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.6% |
| 7D | +9.3% | +0.1% | +9.2% | +9.5% |
| 30D | +36.5% | +3.9% | +32.6% | +32.6% |
| 3M | +7.3% | +3.8% | +3.6% | +4.1% |
| 6M | +2.2% | +22.3% | -20.0% | -10.9% |
| YTD | -10.2% | -7.8% | -2.4% | -8.4% |
| 1Y | -58.6% | -0.3% | -58.3% | -58.3% |
| All | -58.6% | +1.0% | -59.7% | -58.3% |
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