-56.4%
MSTR vs RKT
-21.9%
-34.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.1% |
| 7D | +12.2% | +2.1% | +10.1% | +11.6% |
| 30D | +45.2% | +1.4% | +43.7% | +44.7% |
| 3M | +10.4% | +6.3% | +4.1% | +8.0% |
| 6M | -2.5% | -15.5% | +13.0% | -0.2% |
| YTD | -6.0% | -27.4% | +21.4% | -4.5% |
| 1Y | -56.4% | -26.6% | -29.8% | -56.3% |
| All | -56.4% | -21.9% | -34.5% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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