-30.8%
MSTR vs KEY
-1.9%
-28.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.6% | -8.2% |
| 7D | -8.7% | -2.5% | -6.2% | -7.7% |
| 30D | -21.4% | +4.1% | -25.5% | -21.9% |
| 3M | +31.4% | -8.4% | +39.8% | +31.1% |
| 6M | -30.8% | -2.3% | -28.5% | -34.4% |
| All | -30.8% | -1.9% | -28.9% | -34.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling