+30.7%
MNST vs KMI
+22.3%
+8.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.2% | +1.9% |
| 7D | +1.6% | +6.5% | -4.9% | +1.9% |
| 30D | +5.1% | -3.4% | +8.5% | +4.7% |
| 3M | -0.5% | +0.4% | -0.9% | -0.7% |
| 6M | +8.1% | -0.9% | +9.1% | +7.5% |
| YTD | +21.2% | +20.5% | +0.7% | +23.7% |
| 1Y | +30.7% | +23.2% | +7.5% | +34.1% |
| All | +30.7% | +22.3% | +8.4% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling