-45.6%
MSTR vs KDP
+42.4%
-88.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.4% |
| 7D | -1.2% | +2.2% | -3.4% | -1.1% |
| 30D | -15.9% | +19.9% | -35.9% | -13.8% |
| 3M | +33.1% | +21.5% | +11.6% | +36.7% |
| 6M | -31.0% | +30.1% | -61.1% | -28.6% |
| YTD | -15.1% | +34.9% | -50.1% | -16.8% |
| 1Y | -45.6% | +43.4% | -89.0% | -47.8% |
| All | -45.6% | +42.4% | -88.1% | -47.8% |
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