+313.1%
MNST vs APD
+192.6%
+120.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.9% |
| 7D | -5.0% | -1.6% | -3.4% | -4.4% |
| 30D | +4.6% | +10.6% | -6.0% | +1.0% |
| 3M | +1.0% | +2.5% | -1.5% | +0.1% |
| 6M | +5.8% | +6.0% | -0.2% | +3.2% |
| YTD | +19.1% | +28.4% | -9.4% | +7.7% |
| 1Y | +30.9% | +22.2% | +8.8% | +20.2% |
| 3Y | +65.7% | +26.6% | +39.2% | +44.2% |
| 5Y | +99.0% | +11.8% | +87.2% | +78.9% |
| 10Y | +313.1% | +187.8% | +125.3% | +148.0% |
| All | +313.1% | +192.6% | +120.5% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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