-27.8%
ALK vs MNDY
-78.2%
+50.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.1% | +5.0% | -2.0% |
| 7D | +0.1% | -13.3% | +13.4% | +2.0% |
| 30D | -18.5% | -10.2% | -8.3% | -17.5% |
| 3M | -3.6% | -0.1% | -3.4% | -4.2% |
| 6M | -3.7% | +6.3% | -10.0% | -6.1% |
| YTD | -19.0% | -43.3% | +24.3% | -13.9% |
| 1Y | -36.0% | -56.1% | +20.1% | -29.5% |
| 3Y | +2.3% | -51.1% | +53.5% | +6.6% |
| 5Y | -27.8% | -78.5% | +50.7% | -27.1% |
| All | -27.8% | -78.2% | +50.4% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling