-49.3%
MSTR vs RBA
-3.8%
-45.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | -10.7% | +3.2% | -13.9% | -11.3% |
| 30D | -21.6% | +12.0% | -33.6% | -23.5% |
| 3M | +24.4% | +2.9% | +21.5% | +23.8% |
| 6M | -35.5% | -6.3% | -29.2% | -36.8% |
| YTD | -20.3% | -5.9% | -14.4% | -19.7% |
| 1Y | -49.3% | -3.9% | -45.4% | -48.3% |
| All | -49.3% | -3.8% | -45.5% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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