+357.8%
MDLZ vs KKR
+1,697.8%
-1,340.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | 0.0% |
| 7D | -1.7% | -0.9% | -0.9% | -1.6% |
| 30D | -2.1% | +2.2% | -4.3% | -2.5% |
| 3M | +1.3% | +13.1% | -11.8% | -0.9% |
| 6M | +6.2% | +15.3% | -9.1% | +3.1% |
| YTD | +15.8% | -15.0% | +30.8% | +17.7% |
| 1Y | +4.1% | -21.0% | +25.1% | +6.8% |
| 3Y | -4.1% | +76.7% | -80.8% | -18.7% |
| 5Y | +13.4% | +74.3% | -61.0% | -6.6% |
| 10Y | +75.7% | +753.7% | -678.0% | +0.6% |
| All | +357.8% | +1,697.8% | -1,340.0% | +122.5% |
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