+155.6%
APO vs MNDY
-51.7%
+207.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.1% | +6.7% | +0.1% |
| 7D | +0.1% | -13.3% | +13.4% | +2.7% |
| 30D | +3.9% | -10.2% | +14.0% | +5.6% |
| 3M | +3.8% | -0.1% | +3.9% | +2.8% |
| 6M | +22.3% | +6.3% | +16.0% | +18.4% |
| YTD | -7.8% | -43.3% | +35.5% | -0.2% |
| 1Y | -0.3% | -56.1% | +55.8% | +12.6% |
| 3Y | +57.1% | -51.1% | +108.3% | +68.0% |
| 5Y | +137.0% | -78.5% | +215.5% | +141.7% |
| All | +155.6% | -51.7% | +207.3% | +175.8% |
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