+79.7%
MNST vs KEEL
-41.3%
+121.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.3% | +7.9% | +0.8% |
| 7D | -2.2% | +2.7% | -4.9% | -2.3% |
| 30D | -5.4% | +4.6% | -9.9% | -5.6% |
| 3M | -5.5% | -34.5% | +29.0% | -4.9% |
| 6M | +12.4% | +59.3% | -46.9% | +9.6% |
| YTD | +12.4% | +46.4% | -34.0% | +9.5% |
| 1Y | +37.2% | +96.6% | -59.4% | +30.8% |
| 3Y | +52.9% | +182.0% | -129.1% | +35.5% |
| 5Y | +79.7% | -38.2% | +117.9% | +68.5% |
| All | +79.7% | -41.3% | +121.0% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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