+677.4%
MSTR vs AON
+200.0%
+477.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.7% | -0.8% |
| 7D | +7.7% | -7.9% | +15.6% | +12.7% |
| 30D | +36.3% | -14.6% | +51.0% | +47.6% |
| 3M | +13.4% | -7.9% | +21.3% | +16.5% |
| 6M | -4.5% | -8.0% | +3.5% | -2.9% |
| YTD | -12.7% | -13.2% | +0.6% | -8.5% |
| 1Y | -59.6% | -16.4% | -43.2% | -56.9% |
| 3Y | +272.5% | -6.7% | +279.1% | +258.8% |
| 5Y | +107.1% | +8.0% | +99.1% | +85.4% |
| 10Y | +677.4% | +205.6% | +471.8% | +328.2% |
| All | +677.4% | +200.0% | +477.4% | +328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling