+4.6%
MSTR vs AAOX
-89.3%
+93.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -15.0% | +20.0% | +6.3% |
| 7D | -1.8% | -50.3% | +48.5% | +3.3% |
| 30D | -13.3% | -79.8% | +66.5% | -3.7% |
| 3M | +46.0% | -85.9% | +131.9% | +62.6% |
| 6M | -22.4% | -95.7% | +73.2% | -11.8% |
| All | +4.6% | -89.3% | +93.9% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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