+20.9%
MDLZ vs KHC
+5.9%
+15.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.7% |
| 7D | -0.4% | -3.3% | +2.9% | +1.4% |
| 30D | +8.2% | +9.1% | -0.9% | +3.6% |
| 3M | +8.0% | +1.4% | +6.6% | +7.0% |
| 6M | +9.7% | +8.4% | +1.4% | +5.2% |
| YTD | +26.9% | +6.2% | +20.7% | +21.7% |
| 1Y | +20.9% | +5.7% | +15.2% | +16.1% |
| All | +20.9% | +5.9% | +15.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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