-42.3%
MSTR vs MKSI
+40.1%
-82.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.0% | +10.1% | +6.5% |
| 7D | -1.8% | -10.7% | +8.9% | +1.3% |
| 30D | -13.3% | -30.5% | +17.2% | -4.5% |
| 3M | +46.0% | -39.2% | +85.1% | +65.3% |
| 6M | -22.4% | -33.0% | +10.6% | -20.5% |
| YTD | -6.2% | +22.3% | -28.5% | -16.1% |
| 1Y | -42.3% | +42.7% | -85.0% | -49.7% |
| All | -42.3% | +40.1% | -82.4% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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