-20.0%
RKT vs MNST
+118.6%
-138.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.5% |
| 7D | +4.6% | -3.9% | +8.5% | +6.9% |
| 30D | +25.9% | +3.9% | +22.0% | +23.4% |
| 3M | +5.0% | -0.8% | +5.8% | +5.3% |
| 6M | -7.9% | +5.1% | -13.0% | -10.7% |
| YTD | -25.4% | +18.3% | -43.6% | -32.1% |
| 1Y | -15.4% | +29.5% | -44.9% | -26.5% |
| 3Y | +83.3% | +64.0% | +19.3% | +37.0% |
| 5Y | -0.8% | +97.2% | -98.0% | -37.0% |
| All | -20.0% | +118.6% | -138.6% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling