+77.9%
MNST vs KWEB
-42.3%
+120.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.5% |
| 7D | -3.6% | -3.6% | 0.0% | -3.2% |
| 30D | -6.3% | -14.9% | +8.6% | -4.7% |
| 3M | -5.0% | -5.4% | +0.5% | -4.5% |
| 6M | +13.1% | -18.9% | +32.0% | +15.5% |
| YTD | +11.8% | -27.2% | +39.0% | +15.3% |
| 1Y | +35.2% | -34.2% | +69.5% | +40.8% |
| 3Y | +52.0% | +0.6% | +51.4% | +48.7% |
| 5Y | +77.9% | -43.5% | +121.3% | +75.6% |
| All | +77.9% | -42.3% | +120.2% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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