+391.9%
APH vs MNDY
-55.9%
+447.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.5% |
| 7D | -5.0% | -18.4% | +13.4% | -3.3% |
| 30D | -8.4% | -14.1% | +5.8% | -7.5% |
| 3M | -4.5% | -13.8% | +9.3% | -4.2% |
| 6M | +25.3% | +6.0% | +19.3% | +21.4% |
| YTD | +18.9% | -48.2% | +67.2% | +25.0% |
| 1Y | +11.9% | -54.0% | +66.0% | +19.5% |
| 3Y | +278.0% | -45.5% | +323.4% | +287.7% |
| 5Y | +306.4% | -78.2% | +384.7% | +305.5% |
| All | +391.9% | -55.9% | +447.8% | +410.7% |
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