-42.1%
KWEB vs MNDY
-76.8%
+34.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.3% |
| 7D | -5.6% | -4.6% | -0.9% | -4.8% |
| 30D | -10.7% | +1.0% | -11.7% | -11.4% |
| 3M | -7.4% | +9.1% | -16.5% | -9.9% |
| 6M | -19.3% | +14.2% | -33.5% | -23.1% |
| YTD | -27.8% | -41.1% | +13.4% | -22.4% |
| 1Y | -35.9% | -54.7% | +18.8% | -28.1% |
| 3Y | -1.9% | -50.6% | +48.6% | -1.9% |
| All | -42.1% | -76.8% | +34.8% | -44.6% |
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 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