+22.3%
MDLZ vs KMB
+13.3%
+9.0%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.6% | -0.9% |
| 7D | +0.1% | +3.4% | -3.3% | -1.6% |
| 30D | +10.0% | +14.7% | -4.7% | +2.7% |
| 3M | +7.1% | +3.3% | +3.8% | +5.3% |
| 6M | +9.8% | +16.8% | -7.0% | +1.7% |
| YTD | +26.6% | +15.2% | +11.4% | +19.4% |
| All | +22.3% | +13.3% | +9.0% | +15.3% |
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