+49.9%
MSTR vs KRE
+10.5%
+39.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | -15.9% | +4.8% | -20.7% | -19.5% |
| 3M | +33.1% | -5.1% | +38.2% | +39.4% |
| 6M | -31.0% | +3.3% | -34.3% | -34.1% |
| YTD | -15.1% | +13.3% | -28.5% | -25.8% |
| 1Y | -45.6% | +22.9% | -68.5% | -56.4% |
| 3Y | +180.5% | +82.1% | +98.4% | +53.9% |
| All | +49.9% | +10.5% | +39.4% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling