+101.3%
MNST vs APO
+67.1%
+34.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.3% |
| 7D | -3.4% | +0.8% | -4.2% | -3.6% |
| 30D | +6.6% | +1.0% | +5.6% | +6.4% |
| 3M | -2.9% | -8.4% | +5.5% | -1.7% |
| 6M | +18.4% | -9.1% | +27.5% | +19.8% |
| YTD | +19.3% | -18.3% | +37.6% | +22.2% |
| 1Y | +37.9% | -8.0% | +45.9% | +38.2% |
| 3Y | +62.9% | +47.1% | +15.8% | +38.8% |
| All | +101.3% | +67.1% | +34.3% | +64.0% |
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