+31.7%
KRE vs MNDY
-76.8%
+108.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.8% | -0.1% |
| 7D | -1.8% | -4.6% | +2.8% | -1.4% |
| 30D | -4.5% | +1.0% | -5.5% | -4.9% |
| 3M | +2.7% | +9.1% | -6.4% | +1.1% |
| 6M | +16.9% | +14.2% | +2.6% | +13.5% |
| YTD | +15.4% | -41.1% | +56.5% | +20.6% |
| 1Y | +16.1% | -54.7% | +70.8% | +24.9% |
| 3Y | +85.7% | -50.6% | +136.3% | +92.2% |
| All | +31.7% | -76.8% | +108.5% | +32.2% |
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 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