+24.4%
MDLZ vs KKR
-12.5%
+36.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.6% | -2.1% | +3.6% |
| 7D | +8.9% | +8.9% | 0.0% | +9.2% |
| 30D | +15.2% | +12.7% | +2.5% | +15.8% |
| 3M | +9.5% | -6.2% | +15.7% | +8.9% |
| 6M | +11.7% | -1.5% | +13.2% | +11.9% |
| YTD | +28.4% | -20.1% | +48.5% | +30.5% |
| 1Y | +24.4% | -13.7% | +38.1% | +20.6% |
| All | +24.4% | -12.5% | +36.9% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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