-59.8%
MSTR vs KVUE
+1.1%
-60.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | -8.3% | -5.1% | -3.2% | -8.2% |
| 30D | +38.1% | -6.3% | +44.4% | +38.1% |
| 3M | +9.0% | -0.5% | +9.5% | +9.1% |
| 6M | -5.3% | +3.1% | -8.4% | -5.4% |
| YTD | -13.8% | +6.7% | -20.5% | -14.3% |
| 1Y | -59.8% | -1.1% | -58.7% | -61.1% |
| All | -59.8% | +1.1% | -60.9% | -61.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling