+180.5%
MSTR vs APTV
-49.5%
+230.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +1.3% |
| 7D | -1.2% | -10.2% | +9.0% | +3.8% |
| 30D | -15.9% | -10.8% | -5.1% | -11.4% |
| 3M | +33.1% | -14.8% | +47.9% | +42.8% |
| 6M | -31.0% | -30.6% | -0.4% | -21.9% |
| YTD | -15.1% | -48.2% | +33.0% | +11.9% |
| 1Y | -45.6% | -52.0% | +6.3% | -24.9% |
| 3Y | +180.5% | -47.0% | +227.5% | +276.6% |
| All | +180.5% | -49.5% | +230.0% | +276.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling