-42.3%
MSTR vs KHC
+11.6%
-53.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.8% | +1.3% | +5.1% |
| 7D | -1.8% | +6.6% | -8.4% | -1.8% |
| 30D | -13.3% | +16.5% | -29.8% | -13.9% |
| 3M | +46.0% | -3.0% | +48.9% | +47.1% |
| 6M | -22.4% | +17.4% | -39.8% | -24.7% |
| YTD | -6.2% | +10.3% | -16.5% | -8.7% |
| 1Y | -42.3% | +12.5% | -54.7% | -45.1% |
| All | -42.3% | +11.6% | -53.9% | -45.1% |
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