+98.0%
MNST vs APA
+90.7%
+7.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.3% |
| 7D | -4.7% | +9.6% | -14.3% | -5.0% |
| 30D | +5.2% | -0.2% | +5.4% | +5.2% |
| 3M | -0.9% | +19.8% | -20.7% | -1.6% |
| 6M | +6.1% | +30.1% | -23.9% | +5.0% |
| YTD | +18.9% | +100.4% | -81.5% | +14.1% |
| 1Y | +29.3% | +105.2% | -75.9% | +23.8% |
| 3Y | +64.9% | +44.6% | +20.3% | +58.6% |
| 5Y | +98.0% | +88.8% | +9.2% | +79.6% |
| All | +98.0% | +90.7% | +7.3% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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