+521.9%
MSTR vs KRE
+94.6%
+427.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.2% |
| 7D | -14.2% | -1.6% | -12.6% | -13.2% |
| 30D | -19.9% | +4.9% | -24.7% | -22.2% |
| 3M | +27.3% | -4.5% | +31.8% | +31.0% |
| 6M | -37.6% | +7.7% | -45.2% | -40.9% |
| YTD | -19.5% | +14.5% | -34.0% | -26.7% |
| 1Y | -47.1% | +21.5% | -68.7% | -53.8% |
| 3Y | +140.3% | +91.2% | +49.1% | +63.0% |
| 5Y | +49.5% | +11.8% | +37.7% | +40.7% |
| 10Y | +521.9% | +89.3% | +432.5% | +369.9% |
| All | +521.9% | +94.6% | +427.3% | +369.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling