+33.2%
KO vs MNST
+36.6%
-3.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -1.1% | -2.2% | +1.1% | -0.4% |
| 30D | +1.6% | -5.4% | +6.9% | +3.2% |
| 3M | +5.8% | -5.5% | +11.3% | +7.8% |
| 6M | +14.3% | +12.4% | +1.9% | +11.6% |
| YTD | +27.3% | +12.4% | +14.9% | +24.5% |
| 1Y | +33.2% | +37.2% | -4.0% | +24.8% |
| All | +33.2% | +36.6% | -3.4% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling