+5.1%
KORU vs MNDY
-50.8%
+55.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +5.0% | -17.5% | -13.6% |
| 7D | +2.3% | -12.5% | +14.8% | +4.7% |
| 30D | +20.0% | -2.6% | +22.6% | +19.1% |
| 3M | -32.7% | +4.2% | -37.0% | -36.2% |
| 6M | +13.3% | +9.8% | +3.6% | +5.2% |
| YTD | +133.2% | -42.3% | +175.5% | +152.3% |
| 1Y | +357.3% | -54.5% | +411.8% | +423.3% |
| 3Y | +452.7% | -50.3% | +502.9% | +490.6% |
| 5Y | +47.2% | -77.1% | +124.3% | +40.9% |
| All | +5.1% | -50.8% | +55.9% | +15.2% |
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