+1,364.6%
MSTR vs MKSI
+2,161.7%
-797.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.3% | -5.7% | -3.3% |
| 7D | +12.2% | +1.8% | +10.4% | +11.2% |
| 30D | +45.2% | -16.8% | +61.9% | +56.5% |
| 3M | +10.4% | -21.1% | +31.5% | +17.4% |
| 6M | -2.5% | +10.8% | -13.3% | -12.1% |
| YTD | -6.0% | +63.3% | -69.4% | -29.8% |
| 1Y | -56.4% | +157.0% | -213.4% | -73.9% |
| 3Y | +306.3% | +163.7% | +142.6% | +132.8% |
| 5Y | +100.5% | +82.0% | +18.5% | +41.5% |
| 10Y | +741.1% | +467.2% | +273.9% | +215.4% |
| All | +1,364.6% | +2,161.7% | -797.1% | +203.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling