+1,059.7%
APH vs MNST
+242.3%
+817.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +5.0% | -6.5% | +11.4% | +7.5% |
| 30D | -3.9% | -7.2% | +3.3% | -1.6% |
| 3M | +13.0% | -1.0% | +14.0% | +12.5% |
| 6M | +25.2% | +11.5% | +13.7% | +18.1% |
| YTD | +22.9% | +14.3% | +8.6% | +14.9% |
| 1Y | +47.8% | +38.1% | +9.7% | +27.4% |
| 3Y | +283.0% | +55.0% | +228.0% | +207.6% |
| 5Y | +349.7% | +79.6% | +270.0% | +232.0% |
| All | +1,059.7% | +242.3% | +817.5% | +609.3% |
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 2016-09-04 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling