+311.7%
MSTR vs KVUE
-20.4%
+332.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -11.2% | -6.1% | -5.1% | -10.5% |
| 30D | +33.8% | -5.6% | +39.4% | +34.7% |
| 3M | +11.5% | -0.3% | +11.8% | +11.4% |
| 6M | -7.2% | +1.4% | -8.5% | -7.5% |
| YTD | -15.4% | +6.7% | -22.1% | -16.5% |
| 1Y | -60.6% | +1.0% | -61.6% | -60.7% |
| 3Y | +260.8% | -5.4% | +266.2% | +245.0% |
| All | +311.7% | -20.4% | +332.1% | +299.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling