+275.2%
MSTR vs AAOI
+755.0%
-479.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.2% | -2.4% |
| 7D | -11.2% | +2.9% | -14.1% | -11.8% |
| 30D | +33.8% | -23.1% | +56.9% | +38.6% |
| 3M | +11.5% | -41.0% | +52.5% | +18.7% |
| 6M | -7.2% | -14.3% | +7.1% | -12.7% |
| YTD | -15.4% | +196.3% | -211.7% | -41.4% |
| 1Y | -60.6% | +272.6% | -333.2% | -74.9% |
| All | +275.2% | +755.0% | -479.9% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 3y: compounded portfolio wealth divided by compounded AAOI 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…
3y analysis · Full analysis span regression · 6 months rolling