-58.6%
MSTR vs KRE
+16.1%
-74.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -3.7% |
| 7D | +9.3% | +2.3% | +7.0% | +8.2% |
| 30D | +36.5% | -2.5% | +39.0% | +38.0% |
| 3M | +7.3% | +6.2% | +1.1% | +1.3% |
| 6M | +2.2% | +15.8% | -13.6% | -9.5% |
| YTD | -10.2% | +16.0% | -26.2% | -18.7% |
| 1Y | -58.6% | +16.2% | -74.8% | -61.9% |
| All | -58.6% | +16.1% | -74.7% | -61.9% |
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 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