+408.5%
APH vs MNDY
-47.4%
+455.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.3% | +1.6% |
| 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% | +11.6% |
| 6M | +25.2% | +19.8% | +5.4% | +20.6% |
| YTD | +22.9% | -38.3% | +61.2% | +28.0% |
| 1Y | +47.8% | -50.1% | +97.9% | +57.7% |
| 3Y | +283.0% | -48.4% | +331.4% | +298.7% |
| 5Y | +349.7% | -76.0% | +425.7% | +344.5% |
| All | +408.5% | -47.4% | +455.9% | +423.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling