+1,057.7%
MSTR vs RKT
-7.0%
+1,064.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.0% |
| 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% | +7.2% |
| 6M | -2.5% | -15.5% | +13.0% | +1.3% |
| YTD | -6.0% | -27.4% | +21.4% | +0.5% |
| 1Y | -56.4% | -26.6% | -29.8% | -53.9% |
| 3Y | +306.3% | +41.2% | +265.0% | +223.0% |
| 5Y | +100.5% | -6.4% | +106.9% | +62.8% |
| All | +1,057.7% | -7.0% | +1,064.7% | +846.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling