+119.7%
APA vs MNDY
-47.4%
+167.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.4% | +3.2% | -2.5% |
| 7D | +0.5% | -9.6% | +10.1% | +1.6% |
| 30D | +23.4% | -0.4% | +23.8% | +23.1% |
| 3M | +12.7% | +4.3% | +8.4% | +11.5% |
| 6M | +39.4% | +19.8% | +19.6% | +34.9% |
| YTD | +79.0% | -38.3% | +117.2% | +85.9% |
| 1Y | +88.8% | -50.1% | +138.9% | +100.1% |
| 3Y | +6.4% | -48.4% | +54.8% | +10.0% |
| 5Y | +153.0% | -76.0% | +229.0% | +157.1% |
| All | +119.7% | -47.4% | +167.1% | +138.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling