+968.1%
MSTR vs APO
+1,753.5%
-785.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | +12.2% | -1.0% | +13.2% | +12.9% |
| 30D | +45.2% | +3.5% | +41.7% | +42.3% |
| 3M | +10.4% | +4.5% | +5.8% | +7.1% |
| 6M | -2.5% | +22.8% | -25.3% | -12.5% |
| YTD | -6.0% | -6.5% | +0.5% | -3.4% |
| 1Y | -56.4% | +0.8% | -57.2% | -57.1% |
| 3Y | +306.3% | +62.0% | +244.3% | +233.1% |
| 5Y | +100.5% | +138.2% | -37.8% | +45.8% |
| 10Y | +741.1% | +940.3% | -199.2% | +279.7% |
| All | +968.1% | +1,753.5% | -785.3% | +253.9% |
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 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