MSTR vs. ASST
MSTR (Strategy Inc) and ASST (Asset Entities Inc. Class B Common Stock) are both stocks. MSTR operates in Software - Application (Technology), while ASST operates in Internet Content & Information (Communication Services). Over the past 3 years, MSTR returned 56.53%/yr vs -58.91%/yr for ASST. At a 0.23 correlation, their price movements are largely independent.
Performance
MSTR vs. ASST - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -25.94% return, which is significantly lower than ASST's 0.61% return.
MSTR
- 1D
- -3.46%
- 1M
- -31.74%
- YTD
- -25.94%
- 6M
- -31.73%
- 1Y
- -69.56%
- 3Y*
- 56.53%
- 5Y*
- 11.72%
- 10Y*
- 19.85%
ASST
- 1D
- -3.82%
- 1M
- -19.86%
- YTD
- 0.61%
- 6M
- -17.36%
- 1Y
- -85.96%
- 3Y*
- -58.91%
- 5Y*
- —
- 10Y*
- —
MSTR vs. ASST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MSTR Strategy Inc | -25.94% | -47.53% | 358.54% | 116.21% |
ASST Asset Entities Inc. Class B Common Stock | 0.61% | 50.46% | -84.65% | -89.13% |
Correlation
The correlation between MSTR and ASST is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2023 | 0.23 |
Over the past year, MSTR and ASST have become more correlated (0.54) than their long-term average of 0.23, meaning their price movements have been converging.
Fundamentals
MSTR:
$37.58B
ASST:
$915.21M
MSTR:
-$40.19
ASST:
-$25.54
MSTR:
70.55
ASST:
69.97
MSTR:
$490.47M
ASST:
$5.73M
MSTR:
$334.08M
ASST:
-$7.43M
MSTR:
$466.93M
ASST:
-$304.63M
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Return for Risk
MSTR vs. ASST — Risk / Return Rank
MSTR
ASST
MSTR vs. ASST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Asset Entities Inc. Class B Common Stock (ASST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSTR | ASST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 0.93 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | -0.89 | -0.02 |
| Martin ratioReturn relative to average drawdown | -1.29 | -1.08 | -0.21 |
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Drawdowns
MSTR vs. ASST - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, roughly equal to the maximum ASST drawdown of -98.78%. Use the drawdown chart below to compare losses from any high point for MSTR and ASST.
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Drawdown Indicators
| MSTR | ASST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -98.78% | -1.08% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -95.98% | +19.45% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -97.25% | +19.83% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | — | — |
Current DrawdownCurrent decline from peak | -76.25% | -97.47% | +21.22% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -90.43% | +3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.81% | 79.15% | -25.34% |
Volatility
MSTR vs. ASST - Volatility Comparison
The current volatility for Strategy Inc (MSTR) is 21.97%, while Asset Entities Inc. Class B Common Stock (ASST) has a volatility of 24.65%. This indicates that MSTR experiences smaller price fluctuations and is considered to be less risky than ASST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | ASST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.97% | 24.65% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 57.49% | 80.95% | -23.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.85% | 162.84% | -90.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.64% | 321.84% | -231.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.87% | 321.84% | -247.97% |
Dividends
MSTR vs. ASST - Dividend Comparison
Neither MSTR nor ASST has paid dividends to shareholders.
Financials
MSTR vs. ASST - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc and Asset Entities Inc. Class B Common Stock. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
MSTR and ASST have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASST has higher volatility (24.65%) compared to MSTR (21.97%). In terms of maximum drawdown, MSTR dropped -99.86% vs ASST's -98.78%.
ASST currently has the higher Sharpe Ratio (-0.53 vs -0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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