-46.5%
MSTR vs KMB
+9.5%
-56.0%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.2% |
| 7D | -13.4% | +0.9% | -14.3% | -13.3% |
| 30D | -22.1% | +10.1% | -32.2% | -21.3% |
| 3M | +15.0% | 0.0% | +14.9% | +14.5% |
| 6M | -37.3% | +15.7% | -53.0% | -34.5% |
| YTD | -26.5% | +12.6% | -39.2% | -25.6% |
| 1Y | -46.5% | +10.1% | -56.6% | -46.2% |
| All | -46.5% | +9.5% | -56.0% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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