+175.6%
APA vs MNDY
-78.9%
+254.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +3.3% |
| 7D | +0.3% | -14.1% | +14.4% | +2.1% |
| 30D | +9.3% | -8.5% | +17.8% | +10.2% |
| 3M | +23.3% | -2.5% | +25.9% | +22.7% |
| 6M | +39.5% | +0.1% | +39.4% | +37.4% |
| YTD | +87.6% | -45.0% | +132.6% | +98.5% |
| 1Y | +114.2% | -58.1% | +172.3% | +133.9% |
| 3Y | +13.6% | -52.6% | +66.2% | +18.6% |
| 5Y | +175.6% | -79.3% | +254.9% | +211.1% |
| All | +175.6% | -78.9% | +254.5% | +211.1% |
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