+78.2%
MNST vs APTV
-69.4%
+147.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.1% | -0.8% |
| 7D | -4.1% | +2.0% | -6.1% | -4.4% |
| 30D | -4.5% | -7.7% | +3.2% | -3.4% |
| 3M | -2.5% | -34.0% | +31.5% | +3.5% |
| 6M | +14.1% | -37.1% | +51.2% | +21.4% |
| YTD | +12.6% | -39.9% | +52.5% | +20.3% |
| 1Y | +36.9% | -44.4% | +81.4% | +48.0% |
| 3Y | +53.1% | -54.5% | +107.6% | +69.4% |
| 5Y | +78.2% | -69.1% | +147.3% | +113.1% |
| All | +78.2% | -69.4% | +147.7% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APTV 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling