-12.9%
KMB vs MNDY
-78.9%
+66.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -4.1% |
| 7D | -8.6% | -14.1% | +5.5% | -8.5% |
| 30D | -7.5% | -8.5% | +0.9% | -7.5% |
| 3M | -0.6% | -2.5% | +1.9% | -0.6% |
| 6M | -1.5% | +0.1% | -1.6% | -1.5% |
| YTD | +1.6% | -45.0% | +46.6% | +1.8% |
| 1Y | -20.8% | -58.1% | +37.3% | -20.6% |
| 3Y | -12.4% | -52.6% | +40.2% | -12.5% |
| 5Y | -12.9% | -79.3% | +66.3% | -17.7% |
| All | -12.9% | -78.9% | +66.0% | -17.7% |
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