+77.9%
MNST vs KR
+36.6%
+41.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -3.6% | -3.1% | -0.5% | -3.1% |
| 30D | -6.3% | +0.6% | -6.9% | -6.4% |
| 3M | -5.0% | -9.8% | +4.8% | -3.8% |
| 6M | +13.1% | -22.1% | +35.3% | +16.6% |
| YTD | +11.8% | -8.1% | +19.9% | +12.1% |
| 1Y | +35.2% | -14.7% | +49.9% | +37.2% |
| 3Y | +52.0% | +28.6% | +23.4% | +43.7% |
| 5Y | +77.9% | +36.4% | +41.5% | +61.2% |
| All | +77.9% | +36.6% | +41.2% | +61.2% |
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