+690.7%
MSTR vs AAL
-65.4%
+756.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -3.8% |
| 7D | +9.3% | -0.3% | +9.6% | +9.4% |
| 30D | +36.5% | -19.0% | +55.5% | +47.1% |
| 3M | +7.3% | -5.1% | +12.4% | +7.8% |
| 6M | +2.2% | +15.5% | -13.2% | -5.0% |
| YTD | -10.2% | -15.8% | +5.6% | -6.6% |
| 1Y | -58.6% | -0.3% | -58.3% | -59.6% |
| 3Y | +283.2% | -7.7% | +290.8% | +267.9% |
| 5Y | +113.8% | -32.5% | +146.3% | +129.0% |
| 10Y | +690.7% | -66.0% | +756.7% | +791.8% |
| All | +690.7% | -65.4% | +756.1% | +791.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AAL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling