+319.5%
MSTR vs KVUE
-20.4%
+339.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | -8.3% | -5.1% | -3.2% | -7.6% |
| 30D | +38.1% | -6.3% | +44.4% | +39.2% |
| 3M | +9.0% | -0.5% | +9.5% | +9.0% |
| 6M | -5.3% | +3.1% | -8.4% | -5.9% |
| YTD | -13.8% | +6.7% | -20.5% | -15.0% |
| 1Y | -59.8% | -1.1% | -58.7% | -59.7% |
| 3Y | +282.2% | -8.7% | +290.9% | +265.1% |
| All | +319.5% | -20.4% | +339.9% | +306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded KVUE 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling