+1,024.4%
MSTR vs APTV
+194.6%
+829.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.4% | -3.0% |
| 7D | +12.2% | +4.8% | +7.4% | +9.5% |
| 30D | +45.2% | +2.0% | +43.2% | +43.3% |
| 3M | +10.4% | -34.2% | +44.6% | +35.0% |
| 6M | -2.5% | -34.7% | +32.2% | +17.2% |
| YTD | -6.0% | -37.0% | +31.0% | +14.4% |
| 1Y | -56.4% | -40.4% | -16.0% | -45.0% |
| 3Y | +306.3% | -54.1% | +360.4% | +464.2% |
| 5Y | +100.5% | -68.0% | +168.5% | +240.3% |
| 10Y | +741.1% | -15.5% | +756.6% | +795.8% |
| All | +1,024.4% | +194.6% | +829.8% | +472.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling