+84.5%
KO vs MNDY
-49.8%
+134.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.5% |
| 7D | +0.2% | -4.6% | +4.9% | +0.3% |
| 30D | +1.8% | +1.0% | +0.8% | +1.8% |
| 3M | +7.7% | +9.1% | -1.5% | +7.5% |
| 6M | +15.3% | +14.2% | +1.0% | +15.1% |
| YTD | +28.0% | -41.1% | +69.1% | +28.4% |
| 1Y | +34.3% | -54.7% | +89.0% | +35.0% |
| 3Y | +63.8% | -50.6% | +114.4% | +63.2% |
| 5Y | +84.1% | -76.7% | +160.7% | +78.6% |
| All | +84.5% | -49.8% | +134.3% | +88.9% |
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 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