+1,124.1%
MSTR vs KEY
+57.0%
+1,067.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.6% | -8.5% |
| 7D | -8.7% | -2.5% | -6.2% | -7.9% |
| 30D | -21.4% | +4.1% | -25.5% | -22.2% |
| 3M | +31.4% | -8.4% | +39.8% | +34.9% |
| 6M | -30.8% | -2.3% | -28.5% | -30.5% |
| YTD | -14.9% | +4.6% | -19.5% | -16.0% |
| 1Y | -49.3% | +24.6% | -73.9% | -52.5% |
| 3Y | +184.8% | +112.8% | +72.1% | +132.6% |
| 5Y | +62.1% | +12.9% | +49.2% | +54.3% |
| 10Y | +580.0% | +126.7% | +453.3% | +411.8% |
| All | +1,124.1% | +57.0% | +1,067.1% | +536.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling