-47.4%
MSTR vs RKT
-7.0%
-40.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.8% |
| 7D | -4.0% | +10.3% | -14.3% | -6.4% |
| 30D | -18.6% | +32.3% | -50.9% | -24.9% |
| 3M | +25.6% | +10.7% | +14.9% | +22.0% |
| 6M | -33.1% | -3.2% | -29.9% | -33.3% |
| YTD | -17.3% | -21.5% | +4.2% | -20.6% |
| All | -47.4% | -7.0% | -40.4% | -50.6% |
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