+240.4%
MNST vs APO
+948.0%
-707.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.2% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -4.5% | +3.9% | -8.4% | -5.4% |
| 3M | -2.5% | +3.8% | -6.2% | -3.6% |
| 6M | +14.1% | +22.3% | -8.1% | +8.6% |
| YTD | +12.6% | -7.8% | +20.4% | +13.3% |
| 1Y | +36.9% | -0.3% | +37.3% | +34.8% |
| 3Y | +53.1% | +57.1% | -4.0% | +28.9% |
| 5Y | +78.2% | +137.0% | -58.7% | +30.0% |
| 10Y | +240.4% | +946.8% | -706.5% | +96.9% |
| All | +240.4% | +948.0% | -707.6% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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