+46.2%
MSTR vs AON
+17.9%
+28.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.8% |
| 7D | -4.0% | +0.7% | -4.7% | -4.4% |
| 30D | -18.6% | +23.1% | -41.7% | -29.2% |
| 3M | +25.6% | -6.0% | +31.6% | +29.2% |
| 6M | -33.1% | +7.9% | -40.9% | -39.1% |
| YTD | -17.3% | -4.1% | -13.2% | -18.6% |
| 1Y | -48.1% | -2.3% | -45.8% | -50.0% |
| 3Y | +154.2% | +3.4% | +150.8% | +114.7% |
| 5Y | +46.2% | +17.1% | +29.1% | -7.8% |
| All | +46.2% | +17.9% | +28.3% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling