+64.4%
KR vs MNDY
-50.8%
+115.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.0% | -4.1% | +0.9% |
| 7D | -2.7% | -12.5% | +9.8% | -2.7% |
| 30D | +1.9% | -2.6% | +4.6% | +1.9% |
| 3M | -11.0% | +4.2% | -15.3% | -11.1% |
| 6M | -20.2% | +9.8% | -30.0% | -20.1% |
| YTD | -7.3% | -42.3% | +35.0% | -7.5% |
| 1Y | -13.1% | -54.5% | +41.4% | -13.4% |
| 3Y | +29.7% | -50.3% | +80.0% | +28.9% |
| 5Y | +48.8% | -77.1% | +125.9% | +44.9% |
| All | +64.4% | -50.8% | +115.3% | +62.6% |
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