+521.9%
MSTR vs AON
+226.6%
+295.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -14.2% | -2.4% | -11.8% | -13.1% |
| 30D | -19.9% | +22.8% | -42.7% | -28.6% |
| 3M | +27.3% | -5.3% | +32.7% | +29.6% |
| 6M | -37.6% | +8.4% | -45.9% | -42.1% |
| YTD | -19.5% | -3.9% | -15.6% | -20.6% |
| 1Y | -47.1% | -3.1% | -44.0% | -48.3% |
| 3Y | +140.3% | +3.0% | +137.3% | +118.2% |
| 5Y | +49.5% | +16.7% | +32.8% | +27.6% |
| 10Y | +521.9% | +232.6% | +289.2% | +260.3% |
| All | +521.9% | +226.6% | +295.3% | +260.3% |
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