-56.4%
MSTR vs BKR
+42.5%
-98.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +12.2% | +1.7% | +10.4% | +11.6% |
| 30D | +45.2% | +3.3% | +41.8% | +43.3% |
| 3M | +10.4% | -3.6% | +14.0% | +11.7% |
| 6M | -2.5% | +5.0% | -7.5% | -4.0% |
| YTD | -6.0% | +40.9% | -47.0% | -16.7% |
| 1Y | -56.4% | +39.2% | -95.6% | -61.0% |
| All | -56.4% | +42.5% | -98.9% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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