-59.8%
MSTR vs AHR
+26.4%
-86.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +1.8% |
| 7D | -8.3% | -2.1% | -6.2% | -8.5% |
| 30D | +38.1% | +1.9% | +36.2% | +38.3% |
| 3M | +9.0% | +15.7% | -6.7% | +12.5% |
| 6M | -5.3% | +2.5% | -7.8% | -2.3% |
| YTD | -13.8% | +15.0% | -28.8% | -10.1% |
| 1Y | -59.8% | +28.1% | -87.9% | -56.4% |
| All | -59.8% | +26.4% | -86.2% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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