+4.1%
MDLZ vs KMB
-14.3%
+18.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.9% |
| 7D | -1.7% | -4.2% | +2.5% | 0.0% |
| 30D | -2.1% | -6.6% | +4.5% | +0.6% |
| 3M | +1.3% | +12.6% | -11.3% | -2.9% |
| 6M | +6.2% | +2.9% | +3.3% | +5.0% |
| YTD | +15.8% | +6.8% | +9.0% | +13.6% |
| 1Y | +4.1% | -14.8% | +18.9% | +9.6% |
| All | +4.1% | -14.3% | +18.4% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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