-56.7%
MSTR vs KHC
-2.2%
-54.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | +12.2% | -1.8% | +13.9% | +12.2% |
| 30D | +45.2% | -1.9% | +47.0% | +44.8% |
| 3M | +10.4% | +14.4% | -4.0% | +6.5% |
| 6M | -2.5% | +8.7% | -11.2% | -5.0% |
| YTD | -6.0% | +7.8% | -13.8% | -8.6% |
| All | -56.7% | -2.2% | -54.5% | -56.3% |
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