+399.7%
APH vs MNDY
-53.2%
+452.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.2% |
| 7D | +1.6% | -14.1% | +15.7% | +3.2% |
| 30D | -3.0% | -8.5% | +5.5% | -2.4% |
| 3M | +5.7% | -2.5% | +8.3% | +5.1% |
| 6M | +20.0% | +0.1% | +19.9% | +17.9% |
| YTD | +20.8% | -45.0% | +65.8% | +27.3% |
| 1Y | +40.2% | -58.1% | +98.4% | +52.7% |
| 3Y | +288.1% | -52.6% | +340.7% | +307.5% |
| 5Y | +352.5% | -79.3% | +431.8% | +352.4% |
| All | +399.7% | -53.2% | +452.8% | +420.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling