+203.6%
BKR vs MNST
+76.8%
+126.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -1.5% | -3.6% | +2.0% | -1.2% |
| 30D | -0.7% | -6.3% | +5.6% | -0.2% |
| 3M | +0.5% | -5.0% | +5.5% | +0.8% |
| 6M | +6.6% | +13.1% | -6.5% | +4.9% |
| YTD | +41.3% | +11.8% | +29.5% | +39.0% |
| 1Y | +42.2% | +35.2% | +7.0% | +36.8% |
| 3Y | +83.4% | +52.0% | +31.5% | +74.0% |
| 5Y | +203.6% | +77.9% | +125.8% | +196.7% |
| All | +203.6% | +76.8% | +126.8% | +196.7% |
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