+495.5%
MSTR vs APTV
-27.3%
+522.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -5.7% |
| 7D | -11.5% | -5.0% | -6.5% | -9.0% |
| 30D | -24.8% | -12.3% | -12.5% | -19.3% |
| 3M | +20.6% | -19.9% | +40.6% | +35.7% |
| 6M | -38.0% | -29.4% | -8.6% | -28.2% |
| YTD | -24.7% | -49.0% | +24.3% | +3.7% |
| 1Y | -49.1% | -53.1% | +4.0% | -26.3% |
| 3Y | +124.7% | -48.9% | +173.6% | +197.9% |
| 5Y | +40.9% | -77.2% | +118.2% | +185.2% |
| All | +495.5% | -27.3% | +522.8% | +722.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling