-56.4%
MSTR vs KEYS
+98.0%
-154.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.9% |
| 7D | +12.2% | +2.3% | +9.9% | +11.4% |
| 30D | +45.2% | -2.6% | +47.8% | +46.0% |
| 3M | +10.4% | -4.6% | +15.0% | +10.9% |
| 6M | -2.5% | +8.7% | -11.2% | -7.4% |
| YTD | -6.0% | +61.0% | -67.1% | -27.1% |
| 1Y | -56.4% | +96.0% | -152.4% | -70.1% |
| All | -56.4% | +98.0% | -154.4% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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