-49.3%
MSTR vs APO
-7.6%
-41.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.9% |
| 7D | -10.7% | +8.1% | -18.8% | -14.8% |
| 30D | -21.6% | +3.4% | -25.0% | -23.4% |
| 3M | +24.4% | -6.6% | +31.0% | +29.3% |
| 6M | -35.5% | -7.1% | -28.4% | -32.4% |
| YTD | -20.3% | -14.1% | -6.2% | -15.2% |
| 1Y | -49.3% | -4.7% | -44.6% | -47.4% |
| All | -49.3% | -7.6% | -41.7% | -47.4% |
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