+47.5%
ROK vs MNDY
-76.8%
+124.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.4% |
| 7D | -1.2% | -4.6% | +3.4% | -0.7% |
| 30D | -4.8% | +1.0% | -5.8% | -5.3% |
| 3M | -6.1% | +9.1% | -15.2% | -8.2% |
| 6M | +15.5% | +14.2% | +1.3% | +10.9% |
| YTD | +11.2% | -41.1% | +52.3% | +17.6% |
| 1Y | +23.8% | -54.7% | +78.6% | +35.7% |
| 3Y | +53.1% | -50.6% | +103.7% | +60.4% |
| All | +47.5% | -76.8% | +124.3% | +46.5% |
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