-59.8%
MSTR vs KEYS
+97.6%
-157.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.0% | -2.1% | +0.5% |
| 7D | -8.3% | +3.5% | -11.8% | -9.4% |
| 30D | +38.1% | -4.5% | +42.6% | +40.1% |
| 3M | +9.0% | -0.4% | +9.4% | +7.7% |
| 6M | -5.3% | +19.1% | -24.5% | -13.0% |
| YTD | -13.8% | +66.7% | -80.5% | -33.9% |
| 1Y | -59.8% | +96.5% | -156.3% | -71.9% |
| All | -59.8% | +97.6% | -157.4% | -71.9% |
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