-56.4%
MSTR vs KWEB
-27.0%
-29.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.4% | -3.0% |
| 7D | +12.2% | -1.0% | +13.2% | +12.9% |
| 30D | +45.2% | -8.7% | +53.9% | +55.9% |
| 3M | +10.4% | -4.0% | +14.4% | +12.7% |
| 6M | -2.5% | -13.1% | +10.7% | +8.6% |
| YTD | -6.0% | -23.5% | +17.5% | +17.6% |
| 1Y | -56.4% | -27.2% | -29.3% | -37.8% |
| All | -56.4% | -27.0% | -29.4% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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