+755.8%
MSTR vs APO
+1,582.7%
-826.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.2% | -5.9% |
| 7D | -11.5% | +3.5% | -15.0% | -13.1% |
| 30D | -24.8% | +4.4% | -29.2% | -26.6% |
| 3M | +20.6% | -12.1% | +32.7% | +28.0% |
| 6M | -38.0% | -7.2% | -30.7% | -36.3% |
| YTD | -24.7% | -15.1% | -9.6% | -19.1% |
| 1Y | -49.1% | -7.7% | -41.4% | -47.5% |
| 3Y | +124.7% | +49.6% | +75.1% | +91.6% |
| 5Y | +40.9% | +78.3% | -37.3% | +12.7% |
| 10Y | +481.5% | +827.7% | -346.2% | +176.1% |
| All | +755.8% | +1,582.7% | -826.9% | +196.3% |
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 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