-56.4%
MSTR vs RBRK
+6.4%
-62.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -2.0% |
| 7D | +12.2% | +0.7% | +11.5% | +12.1% |
| 30D | +45.2% | +10.4% | +34.7% | +40.4% |
| 3M | +10.4% | +21.6% | -11.3% | +3.1% |
| 6M | -2.5% | +70.7% | -73.2% | -19.2% |
| YTD | -6.0% | +22.5% | -28.5% | -18.7% |
| 1Y | -56.4% | +8.2% | -64.6% | -61.2% |
| All | -56.4% | +6.4% | -62.9% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 RBRK 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