+54.7%
MNST vs APTV
-52.5%
+107.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.6% | -0.8% |
| 7D | -6.5% | +4.8% | -11.3% | -6.8% |
| 30D | -7.2% | +2.0% | -9.2% | -7.4% |
| 3M | -1.0% | -34.2% | +33.2% | +2.2% |
| 6M | +11.5% | -34.7% | +46.2% | +14.7% |
| YTD | +14.3% | -37.0% | +51.3% | +17.8% |
| 1Y | +38.1% | -40.4% | +78.5% | +42.8% |
| All | +54.7% | -52.5% | +107.2% | +65.8% |
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