+5.4%
APD vs MNDY
-52.8%
+58.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.8% |
| 7D | -4.6% | -14.1% | +9.5% | -4.3% |
| 30D | -4.2% | -8.5% | +4.3% | -4.1% |
| 3M | +5.0% | -2.5% | +7.5% | +4.9% |
| 6M | +8.9% | +0.1% | +8.9% | +8.8% |
| YTD | +21.9% | -45.0% | +66.9% | +24.2% |
| 1Y | +5.6% | -58.1% | +63.7% | +8.6% |
| All | +5.4% | -52.8% | +58.1% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling