+108.8%
MNST vs KEY
+12.4%
+96.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.9% | -1.5% |
| 7D | +3.2% | -2.5% | +5.7% | +3.5% |
| 30D | +10.6% | +4.1% | +6.5% | +10.0% |
| 3M | +1.3% | -8.4% | +9.6% | +2.3% |
| 6M | +26.2% | -2.3% | +28.5% | +26.5% |
| YTD | +24.8% | +4.6% | +20.2% | +23.9% |
| 1Y | +40.9% | +24.6% | +16.4% | +36.9% |
| 3Y | +72.2% | +112.8% | -40.6% | +52.8% |
| 5Y | +108.8% | +12.9% | +95.9% | +115.8% |
| All | +108.8% | +12.4% | +96.4% | +115.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling