+4.1%
MDLZ vs KKR
-26.9%
+31.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | 0.0% |
| 7D | +1.9% | -6.2% | +8.1% | +1.6% |
| 30D | +0.4% | -8.9% | +9.3% | 0.0% |
| 3M | -0.6% | +6.3% | -6.9% | +0.1% |
| 6M | +14.7% | +16.5% | -1.7% | +15.5% |
| YTD | +18.0% | -20.3% | +38.2% | +20.3% |
| 1Y | +4.1% | -29.8% | +33.9% | +4.9% |
| All | +4.1% | -26.9% | +31.0% | +4.9% |
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