+40.8%
KEY vs MNDY
-78.2%
+119.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.1% | +6.4% | -0.7% |
| 7D | +2.7% | -13.3% | +16.0% | +4.6% |
| 30D | -3.2% | -10.2% | +6.9% | -2.2% |
| 3M | +1.0% | -0.1% | +1.1% | +0.2% |
| 6M | +11.9% | +6.3% | +5.6% | +9.0% |
| YTD | +8.7% | -43.3% | +52.0% | +15.2% |
| 1Y | +18.5% | -56.1% | +74.6% | +29.8% |
| 3Y | +124.0% | -51.1% | +175.1% | +135.4% |
| 5Y | +40.8% | -78.5% | +119.3% | +43.0% |
| All | +40.8% | -78.2% | +119.0% | +43.0% |
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