+78.2%
MNST vs AON
+13.7%
+64.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.7% | -0.8% |
| 7D | -4.1% | -3.2% | -0.9% | -3.1% |
| 30D | -4.5% | -11.9% | +7.4% | -0.7% |
| 3M | -2.5% | -2.9% | +0.4% | -1.9% |
| 6M | +14.1% | -6.8% | +21.0% | +16.0% |
| YTD | +12.6% | -10.1% | +22.6% | +15.5% |
| 1Y | +36.9% | -14.2% | +51.2% | +42.9% |
| 3Y | +53.1% | -3.3% | +56.4% | +50.3% |
| 5Y | +78.2% | +13.6% | +64.6% | +52.8% |
| All | +78.2% | +13.7% | +64.5% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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