-23.7%
RKT vs MNDY
-51.7%
+27.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.1% | +6.3% | -0.3% |
| 7D | +6.0% | -13.3% | +19.3% | +8.7% |
| 30D | +0.7% | -10.2% | +10.8% | +2.4% |
| 3M | +11.8% | -0.1% | +11.9% | +11.2% |
| 6M | -7.6% | +6.3% | -13.9% | -10.2% |
| YTD | -28.7% | -43.3% | +14.6% | -22.7% |
| 1Y | -32.6% | -56.1% | +23.6% | -23.7% |
| 3Y | +42.1% | -51.1% | +93.2% | +45.6% |
| 5Y | -7.2% | -78.5% | +71.3% | -10.5% |
| All | -23.7% | -51.7% | +27.9% | -31.3% |
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