-24.7%
KHC vs MNDY
-47.4%
+22.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.4% | +5.8% | -0.7% |
| 7D | -1.8% | -9.6% | +7.8% | -1.8% |
| 30D | -1.9% | -0.4% | -1.5% | -1.9% |
| 3M | +14.4% | +4.3% | +10.1% | +14.4% |
| 6M | +8.7% | +19.8% | -11.1% | +9.0% |
| YTD | +7.8% | -38.3% | +46.1% | +7.4% |
| 1Y | -1.5% | -50.1% | +48.6% | -2.1% |
| 3Y | -9.9% | -48.4% | +38.6% | -9.7% |
| 5Y | -10.7% | -76.0% | +65.3% | -12.0% |
| All | -24.7% | -47.4% | +22.7% | -21.2% |
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