+83.5%
KO vs MNDY
-50.8%
+134.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | +0.3% |
| 7D | -1.1% | -12.5% | +11.4% | -1.0% |
| 30D | +1.6% | -2.6% | +4.2% | +1.6% |
| 3M | +5.8% | +4.2% | +1.5% | +5.7% |
| 6M | +14.3% | +9.8% | +4.5% | +14.2% |
| YTD | +27.3% | -42.3% | +69.6% | +27.7% |
| 1Y | +33.2% | -54.5% | +87.7% | +33.9% |
| 3Y | +64.5% | -50.3% | +114.7% | +63.8% |
| 5Y | +83.1% | -77.1% | +160.2% | +77.7% |
| All | +83.5% | -50.8% | +134.3% | +87.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling