+99.8%
MNST vs KR
+85.1%
+14.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.5% | +1.7% |
| 7D | +1.6% | +4.6% | -3.0% | +0.9% |
| 30D | +5.1% | +12.2% | -7.2% | +3.3% |
| 3M | -0.5% | +24.6% | -25.0% | -3.6% |
| 6M | +8.1% | +8.2% | 0.0% | +6.5% |
| YTD | +21.2% | +15.3% | +5.9% | +17.6% |
| 1Y | +30.7% | +9.8% | +21.0% | +27.8% |
| 3Y | +67.3% | +71.4% | -4.0% | +50.8% |
| All | +99.8% | +85.1% | +14.8% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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