-56.4%
MSTR vs KEY
+21.3%
-77.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +12.2% | +2.2% | +10.0% | +11.0% |
| 30D | +45.2% | -3.0% | +48.2% | +47.2% |
| 3M | +10.4% | +3.3% | +7.0% | +6.5% |
| 6M | -2.5% | +9.2% | -11.7% | -9.6% |
| YTD | -6.0% | +10.6% | -16.7% | -12.3% |
| 1Y | -56.4% | +20.4% | -76.8% | -61.1% |
| All | -56.4% | +21.3% | -77.8% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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