-42.3%
MSTR vs KMX
+35.0%
-77.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.3% | +1.8% | +4.4% |
| 7D | -1.8% | +2.1% | -3.9% | -2.4% |
| 30D | -13.3% | +0.5% | -13.8% | -13.7% |
| 3M | +46.0% | -4.1% | +50.1% | +47.1% |
| 6M | -22.4% | +49.5% | -72.0% | -29.7% |
| YTD | -6.2% | +42.7% | -48.9% | -14.4% |
| 1Y | -42.3% | +35.3% | -77.6% | -47.2% |
| All | -42.3% | +35.0% | -77.3% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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