+56.9%
KORU vs MNDY
-76.8%
+133.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.0% | +7.0% | +8.5% |
| 7D | -1.7% | -4.6% | +2.9% | -0.9% |
| 30D | +13.5% | +1.0% | +12.5% | +11.6% |
| 3M | -45.2% | +9.1% | -54.3% | -48.9% |
| 6M | +17.1% | +14.2% | +2.9% | +6.3% |
| YTD | +154.1% | -41.1% | +195.3% | +176.5% |
| 1Y | +375.7% | -54.7% | +430.4% | +456.0% |
| 3Y | +474.0% | -50.6% | +524.6% | +512.3% |
| All | +56.9% | -76.8% | +133.8% | +56.0% |
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 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