-56.4%
MSTR vs KHC
-3.0%
-53.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -1.0% |
| 7D | +12.2% | -3.3% | +15.5% | +12.5% |
| 30D | +45.2% | -3.4% | +48.6% | +45.2% |
| 3M | +10.4% | +12.6% | -2.2% | +6.6% |
| 6M | -2.5% | +7.0% | -9.5% | -4.9% |
| YTD | -6.0% | +6.1% | -12.1% | -8.4% |
| 1Y | -56.4% | -3.1% | -53.3% | -55.1% |
| All | -56.4% | -3.0% | -53.4% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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