+8.8%
APH vs MNST
+35.8%
-27.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.4% | +8.5% | +3.3% |
| 7D | -5.9% | -3.4% | -2.5% | -6.4% |
| 30D | -14.8% | +6.6% | -21.4% | -14.2% |
| 3M | -12.4% | -2.9% | -9.5% | -12.3% |
| 6M | +8.1% | +18.4% | -10.4% | +7.3% |
| YTD | +10.9% | +19.3% | -8.3% | +12.9% |
| 1Y | +8.8% | +37.9% | -29.1% | +10.4% |
| All | +8.8% | +35.8% | -27.0% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling