+864.4%
MSTR vs APO
+1,518.9%
-654.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.1% |
| 7D | -1.2% | +0.8% | -2.0% | -1.7% |
| 30D | -15.9% | +1.0% | -17.0% | -16.6% |
| 3M | +33.1% | -8.4% | +41.5% | +38.2% |
| 6M | -31.0% | -9.1% | -21.9% | -28.4% |
| YTD | -15.1% | -18.3% | +3.2% | -7.0% |
| 1Y | -45.6% | -8.0% | -37.7% | -43.9% |
| 3Y | +180.5% | +47.1% | +133.5% | +141.9% |
| 5Y | +61.7% | +67.2% | -5.5% | +32.8% |
| 10Y | +578.0% | +871.8% | -293.8% | +220.1% |
| All | +864.4% | +1,518.9% | -654.5% | +240.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling