+114,578.9%
APH vs MNST
+524,639.5%
-410,060.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.9% | -7.4% | -9.2% |
| 7D | -12.7% | +3.2% | -15.9% | -12.9% |
| 30D | -19.2% | +10.6% | -29.8% | -19.7% |
| 3M | -16.7% | +1.3% | -18.0% | -16.9% |
| 6M | +5.1% | +26.2% | -21.1% | +3.3% |
| YTD | +6.6% | +24.8% | -18.2% | +4.8% |
| 1Y | +3.9% | +40.9% | -37.0% | +1.3% |
| 3Y | +246.0% | +72.2% | +173.8% | +232.2% |
| 5Y | +268.0% | +108.8% | +159.2% | +249.0% |
| 10Y | +868.2% | +324.4% | +543.8% | +782.8% |
| All | +114,578.9% | +524,639.5% | -410,060.6% | +90,897.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling