-49.3%
MSTR vs ALK
-5.3%
-44.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.5% |
| 7D | -10.7% | +12.9% | -23.7% | -13.9% |
| 30D | -21.6% | +5.5% | -27.1% | -22.9% |
| 3M | +24.4% | -12.1% | +36.5% | +28.6% |
| 6M | -35.5% | +1.7% | -37.2% | -38.2% |
| YTD | -20.3% | -17.4% | -2.9% | -15.5% |
| 1Y | -49.3% | -1.9% | -47.4% | -49.5% |
| All | -49.3% | -5.3% | -44.0% | -49.5% |
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