+262.1%
APH vs MNDY
-34.0%
+296.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.3% | +10.4% | +4.6% |
| 7D | -5.9% | -8.0% | +2.1% | -5.4% |
| 30D | -14.8% | +5.3% | -20.1% | -15.5% |
| 3M | -12.4% | +0.4% | -12.8% | -13.3% |
| 6M | +8.1% | +18.9% | -10.8% | +3.6% |
| YTD | +10.9% | -40.4% | +51.4% | +18.3% |
| 1Y | +8.8% | -51.4% | +60.2% | +20.3% |
| 3Y | +262.1% | -32.3% | +294.4% | +291.6% |
| All | +262.1% | -34.0% | +296.1% | +291.6% |
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