+283.2%
MSTR vs AON
-3.6%
+286.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.1% | -4.1% |
| 7D | +9.3% | -3.2% | +12.5% | +9.8% |
| 30D | +36.5% | -11.9% | +48.4% | +38.7% |
| 3M | +7.3% | -2.9% | +10.2% | +6.6% |
| 6M | +2.2% | -6.8% | +9.1% | +2.4% |
| YTD | -10.2% | -10.1% | -0.1% | -9.3% |
| 1Y | -58.6% | -14.2% | -44.4% | -57.7% |
| 3Y | +283.2% | -3.3% | +286.4% | +294.2% |
| All | +283.2% | -3.6% | +286.8% | +294.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling