-45.5%
MSTR vs APTV
-51.8%
+6.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -14.2% | -8.9% | -5.3% | -11.7% |
| 30D | -19.9% | -9.5% | -10.4% | -17.5% |
| 3M | +27.3% | -20.6% | +47.9% | +35.3% |
| 6M | -37.6% | -28.9% | -8.7% | -35.4% |
| YTD | -19.5% | -48.2% | +28.7% | -7.4% |
| All | -45.5% | -51.8% | +6.3% | -33.7% |
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