+104.5%
MDLZ vs KMB
+36.1%
+68.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.6% |
| 7D | -0.4% | -3.0% | +2.6% | +1.1% |
| 30D | +8.2% | +9.1% | -0.8% | +3.2% |
| 3M | +8.0% | -0.4% | +8.4% | +7.9% |
| 6M | +9.7% | +13.0% | -3.2% | +2.2% |
| YTD | +26.9% | +10.3% | +16.5% | +19.4% |
| 1Y | +20.9% | +8.2% | +12.7% | +15.0% |
| 3Y | +5.3% | +0.4% | +4.9% | +1.9% |
| 5Y | +21.4% | -2.7% | +24.1% | +18.7% |
| All | +104.5% | +36.1% | +68.4% | +62.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling