+68.9%
KR vs MNDY
-49.8%
+118.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +2.7% |
| 7D | -0.2% | -4.6% | +4.5% | -0.2% |
| 30D | +5.1% | +1.0% | +4.0% | +5.1% |
| 3M | -8.2% | +9.1% | -17.3% | -8.1% |
| 6M | -18.0% | +14.2% | -32.2% | -17.9% |
| YTD | -4.8% | -41.1% | +36.4% | -5.0% |
| 1Y | -11.0% | -54.7% | +43.7% | -11.4% |
| 3Y | +37.7% | -50.6% | +88.2% | +36.8% |
| 5Y | +52.8% | -76.7% | +129.4% | +48.8% |
| All | +68.9% | -49.8% | +118.7% | +67.0% |
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