+99.8%
MNST vs KDP
+16.7%
+83.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.8% |
| 7D | +1.6% | -0.8% | +2.4% | +1.7% |
| 30D | +5.1% | +9.7% | -4.7% | +0.2% |
| 3M | -0.5% | +17.6% | -18.1% | -8.3% |
| 6M | +8.1% | +25.8% | -17.6% | -3.8% |
| YTD | +21.2% | +33.9% | -12.7% | +4.3% |
| 1Y | +30.7% | +38.9% | -8.2% | +10.4% |
| 3Y | +67.3% | +26.8% | +40.5% | +44.0% |
| All | +99.8% | +16.7% | +83.2% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 5y: compounded portfolio wealth divided by compounded KDP 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…
5y analysis · Full analysis span regression · 6 months rolling