+1,823.6%
MNST vs KMI
+107.9%
+1,715.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -1.1% |
| 7D | -3.9% | -5.1% | +1.2% | -2.8% |
| 30D | +3.9% | -3.1% | +7.0% | +4.4% |
| 3M | -0.8% | +0.2% | -1.1% | -1.1% |
| 6M | +5.1% | +1.1% | +4.0% | +4.4% |
| YTD | +18.3% | +17.7% | +0.5% | +13.1% |
| 1Y | +29.5% | +19.6% | +9.9% | +23.3% |
| 3Y | +64.0% | +117.6% | -53.6% | +33.9% |
| 5Y | +97.2% | +143.1% | -45.9% | +55.2% |
| 10Y | +328.4% | +142.0% | +186.4% | +224.0% |
| All | +1,823.6% | +107.9% | +1,715.6% | +1,207.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling