-49.3%
MSTR vs AON
-1.3%
-48.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | -10.7% | +1.9% | -12.6% | -10.6% |
| 30D | -21.6% | +23.3% | -44.9% | -19.5% |
| 3M | +24.4% | -5.5% | +29.9% | +22.6% |
| 6M | -35.5% | +8.0% | -43.5% | -35.8% |
| YTD | -20.3% | -4.0% | -16.3% | -22.8% |
| 1Y | -49.3% | -1.7% | -47.6% | -50.4% |
| All | -49.3% | -1.3% | -48.0% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling