+17.6%
MDLZ vs KKR
+72.2%
-54.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.4% |
| 7D | 0.0% | -2.2% | +2.2% | +0.1% |
| 30D | +1.4% | +0.3% | +1.2% | +1.4% |
| 3M | 0.0% | +8.8% | -8.8% | -0.6% |
| 6M | +9.1% | +14.9% | -5.8% | +7.8% |
| YTD | +17.9% | -17.9% | +35.8% | +19.5% |
| 1Y | +3.2% | -23.7% | +26.9% | +5.0% |
| 3Y | -2.5% | +69.1% | -71.5% | -12.9% |
| 5Y | +17.6% | +72.6% | -55.0% | -1.0% |
| All | +17.6% | +72.2% | -54.6% | -1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling