+88.6%
KKR vs MNDY
-49.8%
+138.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.2% |
| 7D | -6.2% | -4.6% | -1.5% | -5.3% |
| 30D | -8.9% | +1.0% | -9.9% | -9.4% |
| 3M | +6.3% | +9.1% | -2.9% | +3.1% |
| 6M | +16.5% | +14.2% | +2.2% | +10.5% |
| YTD | -20.3% | -41.1% | +20.9% | -13.1% |
| 1Y | -29.8% | -54.7% | +24.9% | -19.3% |
| 3Y | +63.2% | -50.6% | +113.7% | +77.6% |
| 5Y | +68.0% | -76.7% | +144.6% | +77.1% |
| All | +88.6% | -49.8% | +138.4% | +107.4% |
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 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