+27.7%
BKR vs MDLZ
+3.7%
+24.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -7.0% | +1.9% | -8.9% | -7.2% |
| 30D | -8.1% | +0.4% | -8.5% | -8.2% |
| 3M | -6.6% | -0.6% | -6.0% | -6.2% |
| 6M | +0.9% | +14.7% | -13.9% | -2.6% |
| YTD | +31.1% | +18.0% | +13.1% | +26.7% |
| 1Y | +27.7% | +4.1% | +23.6% | +20.9% |
| All | +27.7% | +3.7% | +24.0% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling