+26.2%
KLAC vs MDLZ
+22.7%
+3.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.5% | -7.6% | -1.2% |
| 7D | -5.7% | +8.9% | -14.6% | +1.6% |
| 30D | -27.6% | +15.2% | -42.8% | -18.2% |
| 3M | -23.3% | +9.5% | -32.8% | -16.3% |
| 6M | -12.4% | +11.7% | -24.0% | -0.5% |
| YTD | +23.7% | +28.4% | -4.7% | +44.3% |
| 1Y | +26.2% | +24.4% | +1.8% | +45.9% |
| All | +26.2% | +22.7% | +3.5% | +45.9% |
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