+470.0%
KLAC vs MNST
+80.0%
+390.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.5% |
| 7D | +5.7% | -6.5% | +12.2% | +8.4% |
| 30D | -3.6% | -7.2% | +3.6% | -1.2% |
| 3M | -12.8% | -1.0% | -11.8% | -13.2% |
| 6M | +26.1% | +11.5% | +14.6% | +19.1% |
| YTD | +53.3% | +14.3% | +39.0% | +42.9% |
| 1Y | +113.7% | +38.1% | +75.6% | +82.4% |
| 3Y | +274.9% | +55.0% | +219.9% | +199.1% |
| All | +470.0% | +80.0% | +390.0% | +293.5% |
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