+1,192.5%
MSTR vs BKR
+310.3%
+882.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -4.6% |
| 7D | +9.3% | +0.4% | +8.9% | +9.1% |
| 30D | +36.5% | +3.9% | +32.7% | +34.9% |
| 3M | +7.3% | -1.1% | +8.4% | +7.3% |
| 6M | +2.2% | +7.6% | -5.4% | -0.3% |
| YTD | -10.2% | +41.9% | -52.0% | -18.3% |
| 1Y | -58.6% | +42.2% | -100.9% | -62.5% |
| 3Y | +283.2% | +84.3% | +198.9% | +226.3% |
| 5Y | +113.8% | +215.7% | -101.9% | +58.8% |
| 10Y | +690.7% | +130.9% | +559.8% | +476.4% |
| All | +1,192.5% | +310.3% | +882.2% | +512.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling