STRK vs. STRD

Last updated Jun 4, 2026

STRK (MicroStrategy Incorporated) and STRD (MicroStrategy Incorporated) are both stocks. Both operate in the Software - Application industry within the Technology sector. Their correlation of 0.80 suggests significant overlap in exposure.

Performance

STRK vs. STRD - Performance Comparison

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

Returns By Period

STRK

• 1D: -2.28%
• 1M: -12.42%
• YTD: -11.25%
• 6M: -17.07%
• 1Y: -29.79%
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRD

• 1D: -1.07%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STRK vs. STRD - Yearly Performance Comparison

	2026 (YTD)
STRK MicroStrategy Incorporated	-6.77%
STRD MicroStrategy Incorporated	-4.70%

Correlation

The correlation between STRK and STRD is 0.80, 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 29, 2026	0.80

Fundamentals

Market Cap STRK : $22.75B STRD : $23.10B
EPS STRK : -$40.19 STRD : -$38.95
PS Ratio STRK : 42.72 STRD : 44.09
PB Ratio STRK : 0.62 STRD : 0.63
Total Revenue (TTM) STRK : $490.47M STRD : $490.47M
Gross Profit (TTM) STRK : $334.08M STRD : $334.08M
EBITDA (TTM) STRK : $466.93M STRD : $520.73M

Return for Risk

STRK vs. STRD — Risk / Return Rank

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

STRK

STRK Risk / Return Rank: 12
STRK Sharpe Ratio Rank: 8
STRK Sortino Ratio Rank: 8
STRK Omega Ratio Rank: 10
STRK Calmar Ratio Rank: 14
STRK Martin Ratio Rank: 19

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.

STRK vs. STRD - Risk-Adjusted Trends Comparison

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

	STRK	STRD	Difference
Sharpe ratio: Return per unit of total volatility	-0.84	—	—
Sortino ratio: Return per unit of downside risk	-1.20	—	—
Omega ratio: Gain probability vs. loss probability	0.86	—	—
Calmar ratio: Return relative to maximum drawdown	-0.71	—	—
Martin ratio: Return relative to average drawdown	-1.04	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	STRK	STRD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.84	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.24	-3.75	+3.51

Drawdowns

STRK vs. STRD - Drawdown Comparison

The maximum STRK drawdown since its inception was -41.90%, which is greater than STRD's maximum drawdown of -4.70%. Use the drawdown chart below to compare losses from any high point for STRK and STRD.

Drawdown Indicators

	STRK	STRD	Difference
Max Drawdown Largest peak-to-trough decline	-41.90%	-4.70%	-37.20%
Max Drawdown (1Y) Largest decline over 1 year	-41.90%	—	—
Current Drawdown Current decline from peak	-41.90%	-4.70%	-37.20%
Average Drawdown Average peak-to-trough decline	-21.72%	-3.55%	-18.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	28.59%	—	—

Volatility

Volatility by Period

	STRK	STRD	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.70%	—	—
Volatility (6M) Calculated over the trailing 6-month period	22.29%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	35.59%	29.30%	+6.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.08%	29.30%	+5.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.08%	29.30%	+5.78%

Dividends

STRK vs. STRD - Dividend Comparison

STRK's dividend yield for the trailing twelve months is around 11.74%, while STRD has not paid dividends to shareholders.

Position	TTM	2025
STRD MicroStrategy Incorporated	0.00%	0.00%
STRK MicroStrategy Incorporated	11.74%	9.19%

Financials

Frequently Asked Questions

Can I hold both STRK and STRD in my portfolio?

STRK and STRD have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.