+451.7%
KGC vs MNDY
-77.7%
+529.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.0% | -9.3% | -4.6% |
| 7D | -8.4% | -12.5% | +4.1% | -7.6% |
| 30D | +6.3% | -2.6% | +9.0% | +6.4% |
| 3M | +22.4% | +4.2% | +18.2% | +21.7% |
| 6M | -11.4% | +9.8% | -21.2% | -12.6% |
| YTD | +3.1% | -42.3% | +45.4% | +6.8% |
| 1Y | +26.6% | -54.5% | +81.1% | +33.2% |
| 3Y | +525.6% | -50.3% | +575.8% | +540.3% |
| 5Y | +451.7% | -77.1% | +528.8% | +450.7% |
| All | +451.7% | -77.7% | +529.3% | +450.7% |
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