+1,207.4%
MSTR vs AAOI
+1,015.5%
+191.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.7% | -10.1% | -5.3% |
| 7D | +9.3% | +7.9% | +1.4% | +7.7% |
| 30D | +36.5% | -17.8% | +54.3% | +39.6% |
| 3M | +7.3% | -43.3% | +50.6% | +14.4% |
| 6M | +2.2% | +16.7% | -14.5% | -8.6% |
| YTD | -10.2% | +220.0% | -230.1% | -35.7% |
| 1Y | -58.6% | +372.1% | -430.7% | -73.2% |
| 3Y | +283.2% | +845.3% | -562.2% | +86.9% |
| 5Y | +113.8% | +1,333.8% | -1,220.0% | -20.5% |
| 10Y | +690.7% | +457.2% | +233.5% | +183.5% |
| All | +1,207.4% | +1,015.5% | +191.9% | +321.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling