+62.9%
MNST vs KEY
+106.2%
-43.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.4% |
| 7D | -3.4% | -1.3% | -2.1% | -3.3% |
| 30D | +6.6% | +5.1% | +1.5% | +6.1% |
| 3M | -2.9% | -7.1% | +4.2% | -2.3% |
| 6M | +18.4% | -4.4% | +22.8% | +19.0% |
| YTD | +19.3% | +4.0% | +15.2% | +18.9% |
| 1Y | +37.9% | +23.4% | +14.5% | +35.7% |
| 3Y | +62.9% | +113.9% | -51.0% | +53.6% |
| All | +62.9% | +106.2% | -43.3% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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