+3,124.5%
MNST vs KDP
+1,304.6%
+1,819.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | +3.2% | +4.5% | -1.3% | +1.2% |
| 30D | +10.6% | +18.5% | -7.9% | +2.7% |
| 3M | +1.3% | +20.8% | -19.6% | -6.9% |
| 6M | +26.2% | +29.4% | -3.2% | +12.5% |
| YTD | +24.8% | +35.9% | -11.1% | +8.6% |
| 1Y | +40.9% | +42.5% | -1.5% | +20.0% |
| 3Y | +72.2% | +29.4% | +42.8% | +50.5% |
| 5Y | +108.8% | +15.8% | +93.0% | +91.3% |
| 10Y | +324.4% | +236.5% | +88.0% | +129.9% |
| All | +3,124.5% | +1,304.6% | +1,819.8% | +812.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling