+274.4%
KLAC vs MNDY
-49.4%
+323.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +1.7% |
| 7D | -2.7% | -4.6% | +2.0% | -2.2% |
| 30D | -13.2% | +1.0% | -14.2% | -13.7% |
| 3M | -25.0% | +9.1% | -34.1% | -26.9% |
| 6M | +23.6% | +14.2% | +9.4% | +17.6% |
| YTD | +49.2% | -41.1% | +90.4% | +63.8% |
| 1Y | +89.3% | -54.7% | +144.0% | +119.9% |
| 3Y | +274.4% | -50.6% | +324.9% | +316.9% |
| All | +274.4% | -49.4% | +323.8% | +316.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling