+381.3%
APH vs MNDY
-55.0%
+436.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -3.0% | -1.9% |
| 7D | +4.9% | -11.3% | +16.2% | +5.9% |
| 30D | -5.4% | -10.8% | +5.4% | -4.8% |
| 3M | -5.5% | -17.3% | +11.8% | -4.7% |
| 6M | +25.9% | +15.2% | +10.7% | +21.0% |
| YTD | +16.4% | -47.1% | +63.5% | +22.1% |
| 1Y | +16.5% | -51.4% | +67.9% | +23.5% |
| 3Y | +270.9% | -49.6% | +320.5% | +284.1% |
| 5Y | +289.5% | -78.6% | +368.1% | +287.7% |
| All | +381.3% | -55.0% | +436.3% | +398.7% |
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