+346.0%
MNST vs APTV
-27.3%
+373.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.7% |
| 7D | -4.7% | -5.0% | +0.3% | -3.8% |
| 30D | +5.2% | -12.3% | +17.5% | +7.9% |
| 3M | -0.9% | -19.9% | +19.1% | +3.3% |
| 6M | +6.1% | -29.4% | +35.5% | +12.0% |
| YTD | +18.9% | -49.0% | +67.9% | +33.2% |
| 1Y | +29.3% | -53.1% | +82.4% | +47.3% |
| 3Y | +64.9% | -48.9% | +113.8% | +78.5% |
| 5Y | +98.0% | -77.2% | +175.2% | +151.6% |
| All | +346.0% | -27.3% | +373.3% | +348.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling