-36.0%
ALK vs MNDY
-55.9%
+19.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.1% | +0.1% |
| 7D | +12.9% | -18.4% | +31.3% | +15.6% |
| 30D | +5.5% | -14.1% | +19.7% | +7.2% |
| 3M | -12.1% | -13.8% | +1.7% | -11.2% |
| 6M | +1.7% | +6.0% | -4.3% | -0.7% |
| YTD | -17.4% | -48.2% | +30.8% | -12.2% |
| 1Y | -1.9% | -54.0% | +52.1% | +5.9% |
| 3Y | +21.2% | -45.5% | +66.7% | +24.0% |
| 5Y | -27.8% | -78.2% | +50.4% | -29.2% |
| All | -36.0% | -55.9% | +19.9% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling