STRD vs. STRK

Last updated Jun 16, 2026

STRD (MicroStrategy Incorporated) and STRK (MicroStrategy Incorporated) are both stocks. Both operate in the Software - Application industry within the Technology sector. Their correlation of 0.82 suggests significant overlap in exposure.

Performance

STRD vs. STRK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and MicroStrategy Incorporated (STRK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

STRD

• 1D: -4.57%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRK

• 1D: -2.03%
• 1M: -8.96%
• YTD: -11.22%
• 6M: -14.99%
• 1Y: -30.07%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. STRK - Yearly Performance Comparison

	2026 (YTD)
STRD MicroStrategy Incorporated	-6.53%
STRK MicroStrategy Incorporated	-7.24%

Correlation

The correlation between STRD and STRK is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.82

Fundamentals

Market Cap STRD : $22.78B STRK : $22.76B
EPS STRD : -$38.95 STRK : -$40.19
PS Ratio STRD : 43.47 STRK : 42.73
PB Ratio STRD : 0.62 STRK : 0.62
Total Revenue (TTM) STRD : $490.47M STRK : $490.47M
Gross Profit (TTM) STRD : $334.08M STRK : $334.08M
EBITDA (TTM) STRD : $520.73M STRK : $466.93M

Return for Risk

STRD vs. STRK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STRD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

STRK

STRK Risk / Return Rank: 13
STRK Sharpe Ratio Rank: 8
STRK Sortino Ratio Rank: 9
STRK Omega Ratio Rank: 11
STRK Calmar Ratio Rank: 17
STRK Martin Ratio Rank: 21

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STRD vs. STRK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and MicroStrategy Incorporated (STRK). 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.

	STRD	STRK	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.85	—
Sortino ratio: Return per unit of downside risk	—	-1.22	—
Omega ratio: Gain probability vs. loss probability	—	0.86	—
Calmar ratio: Return relative to maximum drawdown	—	-0.68	—
Martin ratio: Return relative to average drawdown	—	-1.02	—

Drawdowns

STRD vs. STRK - Drawdown Comparison

The maximum STRD drawdown since its inception was -7.26%, smaller than the maximum STRK drawdown of -44.24%. Use the drawdown chart below to compare losses from any high point for STRD and STRK.

Drawdown Indicators

	STRD	STRK	Difference
Max Drawdown Largest peak-to-trough decline	-7.26%	-44.24%	+36.98%
Max Drawdown (1Y) Largest decline over 1 year	—	-44.24%	—
Current Drawdown Current decline from peak	-6.53%	-41.89%	+35.36%
Average Drawdown Average peak-to-trough decline	-4.51%	-22.15%	+17.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	29.56%	—

Volatility

Volatility by Period

	STRD	STRK	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.04%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	37.84%	35.58%	+2.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.84%	35.14%	+2.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.84%	35.14%	+2.70%

Dividends

STRD vs. STRK - Dividend Comparison

STRD has not paid dividends to shareholders, while STRK's dividend yield for the trailing twelve months is around 8.80%.

Position	TTM	2025
STRD MicroStrategy Incorporated	0.00%	0.00%
STRK MicroStrategy Incorporated	8.80%	9.19%

Financials

Frequently Asked Questions

Can I hold both STRD and STRK in my portfolio?

STRD and STRK have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.