-59.4%
MSTR vs AFL
+10.7%
-70.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -3.1% |
| 7D | +7.7% | -2.1% | +9.9% | +5.8% |
| 30D | +36.3% | -5.4% | +41.8% | +30.9% |
| 3M | +13.4% | -0.3% | +13.7% | +13.0% |
| 6M | -4.5% | +5.2% | -9.7% | -1.6% |
| YTD | -12.7% | +5.7% | -18.3% | -10.1% |
| All | -59.4% | +10.7% | -70.0% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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