+690.7%
MSTR vs APTV
-19.3%
+710.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.6% | +0.2% | -1.9% |
| 7D | +9.3% | +2.0% | +7.4% | +8.4% |
| 30D | +36.5% | -7.7% | +44.2% | +42.3% |
| 3M | +7.3% | -34.0% | +41.3% | +31.9% |
| 6M | +2.2% | -37.1% | +39.3% | +26.4% |
| YTD | -10.2% | -39.9% | +29.7% | +13.1% |
| 1Y | -58.6% | -44.4% | -14.2% | -45.2% |
| 3Y | +283.2% | -54.5% | +337.7% | +441.0% |
| 5Y | +113.8% | -69.1% | +182.9% | +273.3% |
| 10Y | +690.7% | -20.0% | +710.7% | +912.3% |
| All | +690.7% | -19.3% | +710.0% | +912.3% |
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