+53.1%
MNST vs KKR
+75.8%
-22.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.3% | -1.5% |
| 7D | -4.1% | -0.6% | -3.5% | -4.1% |
| 30D | -4.5% | +3.0% | -7.5% | -4.6% |
| 3M | -2.5% | +13.6% | -16.1% | -2.9% |
| 6M | +14.1% | +16.2% | -2.1% | +13.5% |
| YTD | +12.6% | -16.6% | +29.1% | +13.3% |
| 1Y | +36.9% | -23.2% | +60.2% | +38.4% |
| 3Y | +53.1% | +71.7% | -18.6% | +35.0% |
| All | +53.1% | +75.8% | -22.7% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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