+1,759.1%
MNST vs KMI
+107.5%
+1,651.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -6.5% | -0.5% | -6.0% | -6.4% |
| 30D | -7.2% | +0.9% | -8.1% | -7.4% |
| 3M | -1.0% | 0.0% | -1.0% | -1.1% |
| 6M | +11.5% | -5.7% | +17.2% | +12.7% |
| YTD | +14.3% | +17.5% | -3.2% | +9.6% |
| 1Y | +38.1% | +22.3% | +15.8% | +31.0% |
| 3Y | +55.0% | +111.9% | -57.0% | +27.5% |
| 5Y | +79.6% | +151.8% | -72.2% | +40.2% |
| 10Y | +241.8% | +138.7% | +103.1% | +159.5% |
| All | +1,759.1% | +107.5% | +1,651.6% | +1,167.1% |
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 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