+355.9%
APH vs MNST
+80.0%
+275.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +5.0% | -6.5% | +11.4% | +6.8% |
| 30D | -3.9% | -7.2% | +3.3% | -2.2% |
| 3M | +13.0% | -1.0% | +14.0% | +12.5% |
| 6M | +25.2% | +11.5% | +13.7% | +19.6% |
| YTD | +22.9% | +14.3% | +8.6% | +16.6% |
| 1Y | +47.8% | +38.1% | +9.7% | +30.8% |
| 3Y | +283.0% | +55.0% | +228.0% | +221.9% |
| All | +355.9% | +80.0% | +275.9% | +246.0% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling