+132,206.2%
APH vs MNST
+480,646.0%
-348,439.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | +5.0% | -6.5% | +11.4% | +5.4% |
| 30D | -3.9% | -7.2% | +3.3% | -3.5% |
| 3M | +13.0% | -1.0% | +14.0% | +12.9% |
| 6M | +25.2% | +11.5% | +13.7% | +24.0% |
| YTD | +22.9% | +14.3% | +8.6% | +21.6% |
| 1Y | +47.8% | +38.1% | +9.7% | +44.4% |
| 3Y | +283.0% | +55.0% | +228.0% | +270.4% |
| 5Y | +349.7% | +79.6% | +270.0% | +330.7% |
| 10Y | +1,061.2% | +241.8% | +819.4% | +971.9% |
| All | +132,206.2% | +480,646.0% | -348,439.9% | +105,542.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MNST 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling