+308.9%
MSTR vs RKT
+42.6%
+266.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +44.8% |
| 3M | +10.4% | +6.3% | +4.1% | +7.7% |
| 6M | -2.5% | -15.5% | +13.0% | +0.8% |
| YTD | -6.0% | -27.4% | +21.4% | -0.6% |
| 1Y | -56.4% | -26.6% | -29.8% | -54.3% |
| All | +308.9% | +42.6% | +266.3% | +278.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling