-42.3%
MSTR vs KDP
+41.3%
-83.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.9% | -0.8% | +5.9% |
| 7D | -1.8% | +5.3% | -7.1% | -1.2% |
| 30D | -13.3% | +19.1% | -32.4% | -11.5% |
| 3M | +46.0% | +19.2% | +26.8% | +48.9% |
| 6M | -22.4% | +29.3% | -51.7% | -20.3% |
| YTD | -6.2% | +35.5% | -41.7% | -9.1% |
| 1Y | -42.3% | +43.5% | -85.8% | -46.6% |
| All | -42.3% | +41.3% | -83.6% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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