+20.1%
KDP vs MNDY
-55.0%
+75.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.6% |
| 7D | -0.8% | -11.3% | +10.5% | -0.6% |
| 30D | +9.7% | -10.8% | +20.5% | +9.9% |
| 3M | +17.6% | -17.3% | +34.9% | +17.9% |
| 6M | +25.8% | +15.2% | +10.6% | +25.6% |
| YTD | +33.9% | -47.1% | +81.0% | +34.8% |
| 1Y | +38.9% | -51.4% | +90.3% | +40.0% |
| 3Y | +26.8% | -49.6% | +76.4% | +26.8% |
| 5Y | +16.3% | -78.6% | +94.9% | +13.7% |
| All | +20.1% | -55.0% | +75.0% | +21.4% |
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 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