+56.6%
MNST vs APO
+61.7%
-5.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -6.5% | -1.0% | -5.5% | -6.4% |
| 30D | -7.2% | +3.5% | -10.7% | -7.4% |
| 3M | -1.0% | +4.5% | -5.6% | -1.3% |
| 6M | +11.5% | +22.8% | -11.3% | +10.3% |
| YTD | +14.3% | -6.5% | +20.8% | +14.5% |
| 1Y | +38.1% | +0.8% | +37.3% | +37.6% |
| All | +56.6% | +61.7% | -5.1% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling