+97.2%
MNST vs KKR
+34.3%
+62.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.1% |
| 7D | -3.9% | +5.1% | -9.0% | -4.6% |
| 30D | +3.9% | +10.9% | -7.0% | +2.2% |
| 3M | -0.8% | -2.9% | +2.0% | -0.6% |
| 6M | +5.1% | -1.2% | +6.3% | +4.9% |
| YTD | +18.3% | -20.4% | +38.7% | +21.6% |
| 1Y | +29.5% | -15.4% | +44.9% | +31.3% |
| 3Y | +64.0% | +61.9% | +2.1% | +31.8% |
| 5Y | +97.2% | +38.3% | +58.9% | +59.8% |
| All | +97.2% | +34.3% | +62.9% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling