+4,699.6%
KO vs MNST
+567,324.5%
-562,624.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | +2.2% | -3.9% | +6.1% | +2.4% |
| 30D | +10.1% | +3.9% | +6.2% | +9.9% |
| 3M | +12.2% | -0.8% | +13.0% | +12.2% |
| 6M | +25.1% | +5.1% | +20.0% | +24.9% |
| YTD | +41.3% | +18.3% | +23.0% | +40.5% |
| 1Y | +41.1% | +29.5% | +11.6% | +39.8% |
| 3Y | +86.3% | +64.0% | +22.2% | +82.9% |
| 5Y | +97.8% | +97.2% | +0.6% | +93.0% |
| 10Y | +222.7% | +328.4% | -105.7% | +208.4% |
| All | +4,699.6% | +567,324.5% | -562,624.9% | +4,056.2% |
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