+357.3%
MSTR vs KVUE
-16.1%
+373.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | +12.2% | -2.2% | +14.4% | +12.5% |
| 30D | +45.2% | -3.7% | +48.8% | +45.8% |
| 3M | +10.4% | +12.3% | -1.9% | +8.4% |
| 6M | -2.5% | +5.4% | -7.9% | -3.3% |
| YTD | -6.0% | +12.4% | -18.5% | -7.9% |
| 1Y | -56.4% | -4.4% | -52.0% | -55.9% |
| 3Y | +306.3% | -7.5% | +313.8% | +287.0% |
| All | +357.3% | -16.1% | +373.5% | +340.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling