+969.0%
MSTR vs AAOI
+398.9%
+570.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.6% | +3.2% | -1.5% |
| 7D | -13.4% | -0.5% | -12.9% | -13.5% |
| 30D | -22.1% | -42.1% | +20.1% | -15.1% |
| 3M | +15.0% | -61.6% | +76.6% | +32.3% |
| 6M | -37.3% | -77.6% | +40.3% | -23.4% |
| YTD | -26.5% | +43.1% | -69.7% | -40.4% |
| 1Y | -46.5% | +138.6% | -185.1% | -61.0% |
| 3Y | +121.1% | +353.5% | -232.5% | +22.7% |
| 5Y | +37.5% | +720.6% | -683.1% | -43.2% |
| 10Y | +467.3% | +99.8% | +367.5% | +135.2% |
| All | +969.0% | +398.9% | +570.1% | +290.7% |
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