-38.0%
MSTR vs APO
-5.7%
-32.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.2% | -6.0% |
| 7D | -11.5% | +3.5% | -15.0% | -12.7% |
| 30D | -24.8% | +4.4% | -29.2% | -25.9% |
| 3M | +20.6% | -12.1% | +32.7% | +26.6% |
| 6M | -38.0% | -7.2% | -30.7% | -32.9% |
| All | -38.0% | -5.7% | -32.2% | -32.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling