+6.5%
KDP vs MNDY
-78.3%
+84.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.1% | +8.0% | 0.0% |
| 7D | +2.1% | -13.3% | +15.4% | +2.3% |
| 30D | +8.5% | -10.2% | +18.6% | +8.6% |
| 3M | +6.6% | -0.1% | +6.7% | +6.5% |
| 6M | +17.1% | +6.3% | +10.8% | +16.9% |
| YTD | +19.0% | -43.3% | +62.3% | +20.0% |
| 1Y | +21.8% | -56.1% | +77.9% | +23.2% |
| 3Y | +6.4% | -51.1% | +57.6% | +6.4% |
| All | +6.5% | -78.3% | +84.8% | +5.1% |
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