+116.8%
KMI vs MNDY
-50.8%
+167.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.0% | -6.5% | -1.6% |
| 7D | -2.1% | -12.5% | +10.4% | -1.7% |
| 30D | -1.7% | -2.6% | +0.9% | -1.7% |
| 3M | -1.9% | +4.2% | -6.1% | -2.2% |
| 6M | -4.3% | +9.8% | -14.1% | -5.0% |
| YTD | +15.8% | -42.3% | +58.1% | +17.5% |
| 1Y | +17.6% | -54.5% | +72.1% | +20.2% |
| 3Y | +113.1% | -50.3% | +163.4% | +115.6% |
| 5Y | +154.0% | -77.1% | +231.1% | +148.6% |
| All | +116.8% | -50.8% | +167.6% | +129.5% |
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