+6.9%
KDP vs MNDY
-47.4%
+54.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.4% | +5.5% | -0.8% |
| 7D | +1.3% | -9.6% | +10.8% | +1.4% |
| 30D | +6.0% | -0.4% | +6.4% | +6.0% |
| 3M | +9.2% | +4.3% | +4.9% | +9.0% |
| 6M | +14.7% | +19.8% | -5.1% | +14.4% |
| YTD | +19.2% | -38.3% | +57.5% | +19.8% |
| 1Y | +15.2% | -50.1% | +65.2% | +16.0% |
| 3Y | +6.0% | -48.4% | +54.4% | +5.9% |
| 5Y | +5.4% | -76.0% | +81.4% | +3.0% |
| All | +6.9% | -47.4% | +54.3% | +7.9% |
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