-47.1%
MSTR vs AVAV
-62.2%
+15.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.9% |
| 7D | -14.2% | +9.9% | -24.0% | -16.3% |
| 30D | -19.9% | -5.4% | -14.5% | -19.1% |
| 3M | +27.3% | -36.5% | +63.9% | +40.7% |
| 6M | -37.6% | -25.3% | -12.3% | -34.8% |
| YTD | -19.5% | -48.6% | +29.1% | -10.4% |
| 1Y | -47.1% | -62.1% | +15.0% | -33.2% |
| All | -47.1% | -62.2% | +15.1% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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