+1,252.0%
MSTR vs AON
+1,070.3%
+181.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | +12.2% | -9.1% | +21.3% | +15.6% |
| 30D | +45.2% | -10.2% | +55.4% | +50.3% |
| 3M | +10.4% | +0.5% | +9.9% | +8.8% |
| 6M | -2.5% | -4.8% | +2.4% | -2.3% |
| YTD | -6.0% | -8.0% | +2.0% | -5.0% |
| 1Y | -56.4% | -13.1% | -43.3% | -55.1% |
| 3Y | +306.3% | -1.3% | +307.6% | +293.7% |
| 5Y | +100.5% | +14.9% | +85.6% | +88.9% |
| 10Y | +741.1% | +214.9% | +526.2% | +462.3% |
| All | +1,252.0% | +1,070.3% | +181.7% | +422.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling