+409.0%
MDLZ vs KKR
+1,536.3%
-1,127.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | +2.3% | +1.6% | +0.7% | +2.0% |
| 30D | +7.9% | +14.5% | -6.6% | +5.6% |
| 3M | +7.3% | -15.0% | +22.2% | +9.8% |
| 6M | +11.7% | +1.0% | +10.7% | +10.9% |
| YTD | +28.7% | -22.6% | +51.4% | +32.6% |
| 1Y | +22.8% | -18.2% | +41.0% | +25.1% |
| 3Y | +6.6% | +56.4% | -49.8% | -7.7% |
| 5Y | +23.2% | +29.6% | -6.4% | +7.6% |
| 10Y | +108.7% | +671.3% | -562.6% | +21.3% |
| All | +409.0% | +1,536.3% | -1,127.3% | +150.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling