+1,578.6%
MSTR vs AMP
+1,970.1%
-391.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.0% |
| 7D | -14.2% | -1.1% | -13.1% | -13.7% |
| 30D | -19.9% | +4.4% | -24.2% | -21.3% |
| 3M | +27.3% | -7.3% | +34.6% | +31.5% |
| 6M | -37.6% | +12.9% | -50.4% | -40.9% |
| YTD | -19.5% | +7.5% | -26.9% | -22.1% |
| 1Y | -47.1% | +13.3% | -60.4% | -50.1% |
| 3Y | +140.3% | +60.8% | +79.5% | +99.8% |
| 5Y | +49.5% | +82.7% | -33.2% | +23.2% |
| 10Y | +521.9% | +468.7% | +53.2% | +221.5% |
| All | +1,578.6% | +1,970.1% | -391.5% | +385.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 all: compounded portfolio wealth divided by compounded AMP 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…
all analysis · Full analysis span regression · 6 months rolling