+64.0%
MNST vs KKR
+62.9%
+1.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -0.8% |
| 7D | -3.9% | +5.1% | -9.0% | -4.1% |
| 30D | +3.9% | +10.9% | -7.0% | +3.5% |
| 3M | -0.8% | -2.9% | +2.0% | -0.8% |
| 6M | +5.1% | -1.2% | +6.3% | +5.0% |
| YTD | +18.3% | -20.4% | +38.7% | +18.9% |
| 1Y | +29.5% | -15.4% | +44.9% | +29.6% |
| 3Y | +64.0% | +61.9% | +2.1% | +65.0% |
| All | +64.0% | +62.9% | +1.2% | +65.0% |
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