-58.6%
MSTR vs AAL
-1.2%
-57.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -3.7% |
| 7D | +9.3% | -0.3% | +9.6% | +9.4% |
| 30D | +36.5% | -19.0% | +55.5% | +48.2% |
| 3M | +7.3% | -5.1% | +12.4% | +6.2% |
| 6M | +2.2% | +15.5% | -13.2% | -9.9% |
| YTD | -10.2% | -15.8% | +5.6% | -7.0% |
| 1Y | -58.6% | -0.3% | -58.3% | -59.6% |
| All | -58.6% | -1.2% | -57.4% | -59.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling