+120.2%
BKR vs MDLZ
+86.5%
+33.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -7.0% | +1.9% | -8.9% | -7.7% |
| 30D | -8.1% | +0.4% | -8.5% | -8.4% |
| 3M | -6.6% | -0.6% | -6.0% | -6.9% |
| 6M | +0.9% | +14.7% | -13.9% | -5.7% |
| YTD | +31.1% | +18.0% | +13.1% | +20.8% |
| 1Y | +27.7% | +4.1% | +23.6% | +23.8% |
| 3Y | +71.2% | -4.6% | +75.8% | +68.4% |
| 5Y | +177.6% | +18.4% | +159.3% | +135.6% |
| All | +120.2% | +86.5% | +33.6% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 10y: compounded portfolio wealth divided by compounded MDLZ 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…
10y analysis · Full analysis span regression · 6 months rolling