+120.4%
MSTR vs KRE
+31.9%
+88.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.9% |
| 7D | +12.2% | +1.3% | +10.9% | +10.9% |
| 30D | +45.2% | -2.7% | +47.8% | +48.3% |
| 3M | +10.4% | +8.2% | +2.2% | +1.0% |
| 6M | -2.5% | +12.8% | -15.3% | -14.2% |
| YTD | -6.0% | +17.5% | -23.5% | -20.6% |
| 1Y | -56.4% | +16.6% | -73.0% | -63.2% |
| 3Y | +306.3% | +79.5% | +226.8% | +126.1% |
| All | +120.4% | +31.9% | +88.5% | +101.3% |
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