+140.8%
MSTR vs AHR
+406.6%
-265.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.2% |
| 7D | -14.2% | +5.1% | -19.2% | -15.8% |
| 30D | -19.9% | +12.8% | -32.6% | -23.6% |
| 3M | +27.3% | +13.0% | +14.4% | +21.0% |
| 6M | -37.6% | +18.7% | -56.3% | -42.3% |
| YTD | -19.5% | +27.8% | -47.2% | -29.6% |
| 1Y | -47.1% | +22.9% | -70.0% | -52.6% |
| All | +140.8% | +406.6% | -265.8% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling