+262.1%
APH vs MNST
+64.6%
+197.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.4% | +8.5% | +4.0% |
| 7D | -5.9% | -3.4% | -2.5% | -6.0% |
| 30D | -14.8% | +6.6% | -21.4% | -14.9% |
| 3M | -12.4% | -2.9% | -9.5% | -12.3% |
| 6M | +8.1% | +18.4% | -10.4% | +6.6% |
| YTD | +10.9% | +19.3% | -8.3% | +9.6% |
| 1Y | +8.8% | +37.9% | -29.1% | +6.3% |
| 3Y | +262.1% | +62.9% | +199.2% | +255.3% |
| All | +262.1% | +64.6% | +197.5% | +255.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling