-42.3%
MSTR vs KRE
+27.2%
-69.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.3% |
| 7D | -1.8% | +2.8% | -4.6% | -3.1% |
| 30D | -13.3% | +5.3% | -18.6% | -15.5% |
| 3M | +46.0% | -4.2% | +50.2% | +48.3% |
| 6M | -22.4% | +8.7% | -31.1% | -28.2% |
| YTD | -6.2% | +16.4% | -22.6% | -13.1% |
| 1Y | -42.3% | +26.9% | -69.2% | -47.5% |
| All | -42.3% | +27.2% | -69.5% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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