+36.9%
RKT vs MNDY
-50.4%
+87.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.0% | -6.8% | -2.4% |
| 7D | -7.2% | -12.5% | +5.3% | -5.7% |
| 30D | -7.9% | -2.6% | -5.3% | -7.7% |
| 3M | +5.2% | +4.2% | +0.9% | +4.3% |
| 6M | -14.9% | +9.8% | -24.7% | -16.6% |
| YTD | -31.9% | -42.3% | +10.4% | -27.7% |
| 1Y | -36.9% | -54.5% | +17.6% | -31.0% |
| All | +36.9% | -50.4% | +87.3% | +32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling