+62.9%
MNST vs APTV
-49.5%
+112.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.5% | -1.0% | -4.1% |
| 7D | -3.4% | -10.2% | +6.8% | -2.6% |
| 30D | +6.6% | -10.8% | +17.4% | +7.6% |
| 3M | -2.9% | -14.8% | +11.9% | -1.8% |
| 6M | +18.4% | -30.6% | +49.0% | +21.1% |
| YTD | +19.3% | -48.2% | +67.4% | +24.7% |
| 1Y | +37.9% | -52.0% | +89.9% | +45.1% |
| 3Y | +62.9% | -47.0% | +109.9% | +65.9% |
| All | +62.9% | -49.5% | +112.4% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling