+352.8%
APH vs MNDY
-78.2%
+431.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.1% | +6.9% | -0.3% |
| 7D | +0.2% | -13.3% | +13.5% | +1.8% |
| 30D | -3.3% | -10.2% | +6.8% | -2.5% |
| 3M | +14.0% | -0.1% | +14.2% | +13.0% |
| 6M | +24.4% | +6.3% | +18.1% | +21.1% |
| YTD | +21.4% | -43.3% | +64.7% | +28.3% |
| 1Y | +48.9% | -56.1% | +105.1% | +62.7% |
| 3Y | +290.1% | -51.1% | +341.2% | +308.8% |
| 5Y | +352.8% | -78.5% | +431.3% | +362.5% |
| All | +352.8% | -78.2% | +431.0% | +362.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling