+15.0%
APD vs MNDY
-47.4%
+62.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.4% | +5.5% | -0.7% |
| 7D | -2.2% | -9.6% | +7.4% | -1.8% |
| 30D | +2.1% | -0.4% | +2.5% | +2.0% |
| 3M | +7.2% | +4.3% | +2.9% | +6.7% |
| 6M | +11.2% | +19.8% | -8.5% | +9.7% |
| YTD | +24.4% | -38.3% | +62.7% | +26.8% |
| 1Y | +6.7% | -50.1% | +56.7% | +9.7% |
| 3Y | +9.2% | -48.4% | +57.7% | +10.6% |
| 5Y | +27.4% | -76.0% | +103.4% | +22.4% |
| All | +15.0% | -47.4% | +62.4% | +16.8% |
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