+1,434.7%
MSTR vs KRE
+154.6%
+1,280.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.7% |
| 7D | +12.2% | +1.3% | +10.9% | +11.4% |
| 30D | +45.2% | -2.7% | +47.8% | +47.0% |
| 3M | +10.4% | +8.2% | +2.2% | +5.0% |
| 6M | -2.5% | +12.8% | -15.3% | -9.2% |
| YTD | -6.0% | +17.5% | -23.5% | -14.3% |
| 1Y | -56.4% | +16.6% | -73.0% | -60.2% |
| 3Y | +306.3% | +79.5% | +226.8% | +199.8% |
| 5Y | +100.5% | +32.4% | +68.1% | +78.9% |
| 10Y | +741.1% | +124.1% | +616.9% | +444.9% |
| All | +1,434.7% | +154.6% | +1,280.0% | +784.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling