+51.8%
MNST vs AHR
+357.7%
-306.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.5% |
| 7D | -3.6% | -4.3% | +0.8% | -2.9% |
| 30D | -6.3% | -3.1% | -3.2% | -5.9% |
| 3M | -5.0% | +15.7% | -20.6% | -7.2% |
| 6M | +13.1% | +4.1% | +9.1% | +11.9% |
| YTD | +11.8% | +15.4% | -3.7% | +9.2% |
| 1Y | +35.2% | +28.0% | +7.3% | +30.9% |
| All | +51.8% | +357.7% | -306.0% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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