+554.5%
MSTR vs AAL
-64.0%
+618.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +7.4% | -10.0% | -5.3% |
| 7D | -4.0% | +8.3% | -12.2% | -6.8% |
| 30D | -18.6% | +11.0% | -29.6% | -21.7% |
| 3M | +25.6% | -11.2% | +36.7% | +30.9% |
| 6M | -33.1% | +6.1% | -39.1% | -35.6% |
| YTD | -17.3% | -7.6% | -9.7% | -17.0% |
| 1Y | -48.1% | +3.7% | -51.8% | -50.1% |
| 3Y | +154.2% | +20.5% | +133.7% | +122.9% |
| 5Y | +46.2% | -36.4% | +82.6% | +55.7% |
| 10Y | +554.5% | -65.4% | +620.0% | +629.6% |
| All | +554.5% | -64.0% | +618.6% | +629.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling