+291.1%
APH vs MNDY
-46.0%
+337.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.3% | +1.5% |
| 7D | +5.0% | -9.6% | +14.5% | +6.0% |
| 30D | -3.9% | -0.4% | -3.5% | -4.2% |
| 3M | +13.0% | +4.3% | +8.7% | +11.8% |
| 6M | +25.2% | +19.8% | +5.4% | +20.4% |
| YTD | +22.9% | -38.3% | +61.2% | +31.4% |
| 1Y | +47.8% | -50.1% | +97.9% | +63.5% |
| All | +291.1% | -46.0% | +337.1% | +331.4% |
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