-46.5%
MSTR vs NOK
+14.5%
-60.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.7% |
| 7D | -13.4% | +5.4% | -18.8% | -14.8% |
| 30D | -22.1% | -14.1% | -7.9% | -18.6% |
| 3M | +15.0% | -23.6% | +38.5% | +22.9% |
| 6M | -37.3% | -45.1% | +7.8% | -27.3% |
| YTD | -26.5% | +24.7% | -51.3% | -50.4% |
| 1Y | -46.5% | +19.0% | -65.5% | -61.8% |
| All | -46.5% | +14.5% | -60.9% | -61.8% |
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