+81.6%
KO vs MNDY
-77.3%
+158.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | +0.3% |
| 7D | -1.1% | -12.5% | +11.4% | -0.9% |
| 30D | +1.6% | -2.6% | +4.2% | +1.6% |
| 3M | +5.8% | +4.2% | +1.5% | +5.6% |
| 6M | +14.3% | +9.8% | +4.5% | +14.1% |
| YTD | +27.3% | -42.3% | +69.6% | +27.9% |
| 1Y | +33.2% | -54.5% | +87.7% | +34.2% |
| 3Y | +64.5% | -50.3% | +114.7% | +63.7% |
| All | +81.6% | -77.3% | +158.9% | +75.8% |
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