+10.9%
KRE vs MNST
+100.5%
-89.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.3% | +1.1% |
| 7D | +0.3% | -3.4% | +3.7% | +1.2% |
| 30D | +4.8% | +6.6% | -1.8% | +2.9% |
| 3M | -5.1% | -2.9% | -2.2% | -4.5% |
| 6M | +3.3% | +18.4% | -15.2% | -2.2% |
| YTD | +13.3% | +19.3% | -5.9% | +6.8% |
| 1Y | +22.9% | +37.9% | -15.0% | +10.4% |
| 3Y | +82.1% | +62.9% | +19.2% | +52.5% |
| All | +10.9% | +100.5% | -89.6% | -19.5% |
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