+1.7%
RKT vs MNST
+100.5%
-98.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +3.9% |
| 7D | +17.7% | -3.4% | +21.1% | +19.8% |
| 30D | +31.6% | +6.6% | +25.0% | +27.5% |
| 3M | +13.9% | -2.9% | +16.8% | +15.2% |
| 6M | +2.8% | +18.4% | -15.6% | -6.1% |
| YTD | -22.2% | +19.3% | -41.5% | -29.3% |
| 1Y | -3.5% | +37.9% | -41.4% | -18.2% |
| 3Y | +95.3% | +62.9% | +32.4% | +49.2% |
| All | +1.7% | +100.5% | -98.8% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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