+122.9%
APH vs MNST
+80.0%
+42.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.6% | -43.2% | -46.3% |
| 7D | -48.7% | -6.2% | -42.5% | -47.0% |
| 30D | -51.9% | -7.2% | -44.7% | -50.3% |
| 3M | -43.6% | -1.0% | -42.5% | -42.8% |
| 6M | -37.5% | +11.5% | -49.0% | -39.3% |
| YTD | -38.6% | +14.3% | -52.9% | -40.8% |
| 1Y | -26.3% | +38.1% | -64.5% | -33.7% |
| 3Y | +89.2% | +55.0% | +34.2% | +61.7% |
| All | +122.9% | +80.0% | +42.8% | +72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling