+30.3%
MNST vs APTV
-52.5%
+82.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | -5.0% | -9.8% | +4.8% | -4.4% |
| 30D | +4.6% | -8.9% | +13.5% | +5.1% |
| 3M | +1.0% | -19.5% | +20.5% | +1.8% |
| 6M | +5.8% | -31.1% | +36.9% | +6.9% |
| YTD | +19.1% | -47.5% | +66.6% | +21.9% |
| All | +30.3% | -52.5% | +82.8% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling