-42.3%
MSTR vs ALK
-1.1%
-41.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.8% | -3.7% | +2.5% |
| 7D | -1.8% | +12.4% | -14.2% | -5.4% |
| 30D | -13.3% | +2.1% | -15.4% | -13.9% |
| 3M | +46.0% | -23.9% | +69.9% | +57.8% |
| 6M | -22.4% | +8.2% | -30.7% | -28.5% |
| YTD | -6.2% | -20.5% | +14.3% | +0.6% |
| 1Y | -42.3% | -1.0% | -41.3% | -46.5% |
| All | -42.3% | -1.1% | -41.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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