+103.1%
KRE vs MNST
+316.3%
-213.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | -0.4% | -5.0% | +4.6% | +1.4% |
| 30D | +6.4% | +4.6% | +1.9% | +4.6% |
| 3M | -3.1% | +1.0% | -4.1% | -3.7% |
| 6M | +6.4% | +5.8% | +0.6% | +3.8% |
| YTD | +15.3% | +19.1% | -3.7% | +6.9% |
| 1Y | +23.3% | +30.9% | -7.6% | +10.1% |
| 3Y | +93.6% | +65.7% | +27.9% | +54.6% |
| 5Y | +13.2% | +99.0% | -85.7% | -18.0% |
| 10Y | +103.1% | +313.1% | -209.9% | +27.4% |
| All | +103.1% | +316.3% | -213.2% | +27.4% |
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