+503.3%
KLAC vs MNDY
-53.2%
+556.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.2% | -2.7% |
| 7D | +6.2% | -14.1% | +20.3% | +8.8% |
| 30D | -5.0% | -8.5% | +3.5% | -4.1% |
| 3M | -14.4% | -2.5% | -11.9% | -15.7% |
| 6M | +28.3% | +0.1% | +28.2% | +23.5% |
| YTD | +51.1% | -45.0% | +96.1% | +64.0% |
| 1Y | +100.4% | -58.1% | +158.5% | +129.4% |
| 3Y | +276.3% | -52.6% | +329.0% | +298.5% |
| 5Y | +452.1% | -79.3% | +531.3% | +462.9% |
| All | +503.3% | -53.2% | +556.5% | +529.7% |
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 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