-42.3%
MSTR vs BKR
+5.7%
-48.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.5% | +10.6% | +5.9% |
| 7D | -1.8% | -8.8% | +7.0% | -0.4% |
| 30D | -13.3% | -13.1% | -0.2% | -11.4% |
| 3M | +46.0% | -18.9% | +64.9% | +50.2% |
| 6M | -22.4% | -27.2% | +4.8% | -17.6% |
| YTD | -6.2% | +10.7% | -16.9% | -12.6% |
| 1Y | -42.3% | +9.7% | -51.9% | -47.4% |
| All | -42.3% | +5.7% | -48.0% | -47.4% |
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