-2.5%
MSTR vs APTV
-33.5%
+31.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.4% | -1.9% |
| 7D | +12.2% | +4.8% | +7.4% | +11.2% |
| 30D | +45.2% | +2.0% | +43.2% | +44.4% |
| 3M | +10.4% | -34.2% | +44.6% | +19.7% |
| 6M | -2.5% | -34.7% | +32.2% | +6.6% |
| All | -2.5% | -33.5% | +31.0% | +6.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling