+26.2%
KEY vs MNDY
-55.5%
+81.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | +1.8% | -17.9% | +19.7% | +4.0% |
| 30D | +7.1% | -9.0% | +16.2% | +8.1% |
| 3M | -5.9% | -10.4% | +4.4% | -5.4% |
| 6M | +2.2% | +7.0% | -4.8% | -0.2% |
| YTD | +6.4% | -47.8% | +54.2% | +12.5% |
| 1Y | +24.8% | -51.6% | +76.3% | +33.1% |
| 3Y | +125.2% | -45.0% | +170.2% | +133.4% |
| 5Y | +13.0% | -78.8% | +91.8% | +11.5% |
| All | +26.2% | -55.5% | +81.7% | +33.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling