+99.8%
MNST vs APO
+81.1%
+18.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.2% | +1.7% |
| 7D | +1.6% | +5.8% | -4.1% | +0.7% |
| 30D | +5.1% | +8.9% | -3.8% | +3.6% |
| 3M | -0.5% | -13.6% | +13.2% | +1.6% |
| 6M | +8.1% | -5.4% | +13.5% | +8.6% |
| YTD | +21.2% | -13.6% | +34.8% | +23.1% |
| 1Y | +30.7% | -2.5% | +33.2% | +29.8% |
| 3Y | +67.3% | +50.9% | +16.4% | +42.4% |
| All | +99.8% | +81.1% | +18.7% | +61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling