+150.1%
APA vs MNDY
-55.0%
+205.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.5% |
| 7D | +8.5% | -11.3% | +19.8% | +9.9% |
| 30D | +2.8% | -10.8% | +13.6% | +3.7% |
| 3M | +21.7% | -17.3% | +39.0% | +23.4% |
| 6M | +32.6% | +15.2% | +17.4% | +28.5% |
| YTD | +103.7% | -47.1% | +150.8% | +114.0% |
| 1Y | +101.8% | -51.4% | +153.2% | +114.1% |
| 3Y | +48.1% | -49.6% | +97.7% | +53.1% |
| 5Y | +91.9% | -78.6% | +170.5% | +96.1% |
| All | +150.1% | -55.0% | +205.1% | +174.8% |
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