-59.2%
MSTR vs KRMN
+17.4%
-76.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -11.3% | +8.5% | +0.5% |
| 7D | +7.7% | -12.9% | +20.6% | +12.0% |
| 30D | +36.3% | -43.3% | +79.7% | +60.2% |
| 3M | +13.4% | -27.2% | +40.6% | +21.5% |
| 6M | -4.5% | -66.8% | +62.3% | +31.3% |
| YTD | -12.7% | -51.9% | +39.2% | +2.2% |
| 1Y | -59.6% | -43.7% | -16.0% | -56.3% |
| All | -59.2% | +17.4% | -76.6% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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