+27.1%
KORU vs MDLZ
+176.6%
-149.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | -1.7% | +1.9% | -3.6% | -3.4% |
| 30D | +13.5% | +0.4% | +13.1% | +12.3% |
| 3M | -45.2% | -0.6% | -44.6% | -49.8% |
| 6M | +17.1% | +14.7% | +2.4% | -9.6% |
| YTD | +154.1% | +18.0% | +136.2% | +91.5% |
| 1Y | +375.7% | +4.1% | +371.5% | +302.0% |
| 3Y | +474.0% | -4.6% | +478.6% | +405.4% |
| 5Y | +60.4% | +18.4% | +42.1% | +11.1% |
| 10Y | +82.6% | +88.0% | -5.4% | -12.7% |
| All | +27.1% | +176.6% | -149.5% | -57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling