+224.2%
KO vs MNST
+328.4%
-104.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | +1.8% | -6.9% | +8.7% | +4.3% |
| 30D | +8.7% | +3.7% | +4.9% | +7.2% |
| 3M | +13.5% | -0.3% | +13.8% | +13.4% |
| 6M | +25.6% | +5.1% | +20.5% | +23.2% |
| YTD | +42.3% | +18.4% | +23.8% | +33.3% |
| 1Y | +39.9% | +26.3% | +13.6% | +28.1% |
| 3Y | +87.5% | +64.3% | +23.3% | +54.2% |
| 5Y | +99.1% | +96.8% | +2.2% | +50.6% |
| 10Y | +224.2% | +333.2% | -109.0% | +93.9% |
| All | +224.2% | +328.4% | -104.2% | +93.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling