+1,839.7%
MNST vs KMI
+99.7%
+1,740.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.2% |
| 7D | -3.4% | -10.8% | +7.3% | -1.0% |
| 30D | +6.6% | -5.0% | +11.6% | +7.7% |
| 3M | -2.9% | -3.4% | +0.5% | -2.4% |
| 6M | +18.4% | -3.4% | +21.8% | +18.8% |
| YTD | +19.3% | +13.1% | +6.2% | +15.1% |
| 1Y | +37.9% | +19.0% | +18.9% | +31.4% |
| 3Y | +62.9% | +106.1% | -43.3% | +34.7% |
| 5Y | +99.6% | +130.1% | -30.5% | +59.1% |
| 10Y | +305.7% | +151.9% | +153.8% | +204.3% |
| All | +1,839.7% | +99.7% | +1,740.0% | +1,230.4% |
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