-45.6%
MSTR vs ALK
-6.6%
-39.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -1.2% | +9.0% | -10.3% | -3.8% |
| 30D | -15.9% | -1.6% | -14.3% | -15.5% |
| 3M | +33.1% | -23.2% | +56.3% | +43.4% |
| 6M | -31.0% | -3.9% | -27.1% | -32.8% |
| YTD | -15.1% | -22.6% | +7.4% | -8.2% |
| 1Y | -45.6% | -5.3% | -40.3% | -46.2% |
| All | -45.6% | -6.6% | -39.0% | -46.2% |
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