-56.4%
MSTR vs APTV
-39.9%
-16.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.4% | -2.4% |
| 7D | +12.2% | +4.8% | +7.4% | +10.5% |
| 30D | +45.2% | +2.0% | +43.2% | +44.0% |
| 3M | +10.4% | -34.2% | +44.6% | +27.9% |
| 6M | -2.5% | -34.7% | +32.2% | +13.6% |
| YTD | -6.0% | -37.0% | +31.0% | +6.2% |
| 1Y | -56.4% | -40.4% | -16.0% | -42.8% |
| All | -56.4% | -39.9% | -16.5% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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