-42.3%
MSTR vs NOK
+19.5%
-61.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.6% | +7.7% | +5.8% |
| 7D | -1.8% | -10.4% | +8.6% | +1.4% |
| 30D | -13.3% | -19.0% | +5.7% | -8.1% |
| 3M | +46.0% | -16.7% | +62.7% | +51.8% |
| 6M | -22.4% | -37.1% | +14.7% | -15.1% |
| YTD | -6.2% | +27.7% | -33.9% | -37.4% |
| 1Y | -42.3% | +21.3% | -63.6% | -59.3% |
| All | -42.3% | +19.5% | -61.8% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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