+14.5%
KORU vs MNDY
-49.8%
+64.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.0% | +7.0% | +8.6% |
| 7D | -1.7% | -4.6% | +2.9% | -1.0% |
| 30D | +13.5% | +1.0% | +12.5% | +11.9% |
| 3M | -45.2% | +9.1% | -54.3% | -48.5% |
| 6M | +17.1% | +14.2% | +2.9% | +7.8% |
| YTD | +154.1% | -41.1% | +195.3% | +173.9% |
| 1Y | +375.7% | -54.7% | +430.4% | +446.1% |
| 3Y | +474.0% | -50.6% | +524.6% | +515.1% |
| 5Y | +60.4% | -76.7% | +137.1% | +53.0% |
| All | +14.5% | -49.8% | +64.4% | +25.0% |
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