+474.0%
KORU vs MNDY
-49.4%
+523.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.0% | +7.0% | +8.7% |
| 7D | -1.7% | -4.6% | +2.9% | -1.2% |
| 30D | +13.5% | +1.0% | +12.5% | +12.4% |
| 3M | -45.2% | +9.1% | -54.3% | -47.6% |
| 6M | +17.1% | +14.2% | +2.9% | +9.8% |
| YTD | +154.1% | -41.1% | +195.3% | +185.6% |
| 1Y | +375.7% | -54.7% | +430.4% | +476.5% |
| 3Y | +474.0% | -50.6% | +524.6% | +577.0% |
| All | +474.0% | -49.4% | +523.5% | +577.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling