+120.4%
MSTR vs ACHR
-42.9%
+163.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +12.2% | -0.7% | +12.9% | +12.6% |
| 30D | +45.2% | +9.8% | +35.4% | +38.7% |
| 3M | +10.4% | -10.5% | +20.9% | +12.6% |
| 6M | -2.5% | -15.5% | +13.0% | +1.3% |
| YTD | -6.0% | -24.1% | +18.0% | +1.5% |
| 1Y | -56.4% | -32.4% | -24.0% | -51.7% |
| 3Y | +306.3% | -11.6% | +317.9% | +244.5% |
| All | +120.4% | -42.9% | +163.3% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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