+40.4%
MSTR vs AAL
-35.4%
+75.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.4% | -1.8% |
| 7D | -13.4% | -0.1% | -13.4% | -13.7% |
| 30D | -22.1% | +11.7% | -33.8% | -27.6% |
| 3M | +15.0% | -12.5% | +27.5% | +24.6% |
| 6M | -37.3% | +3.6% | -40.9% | -41.3% |
| YTD | -26.5% | -14.1% | -12.5% | -23.5% |
| 1Y | -46.5% | +0.8% | -47.2% | -50.4% |
| 3Y | +121.1% | +11.8% | +109.3% | +58.9% |
| All | +40.4% | -35.4% | +75.8% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling