+22.2%
MDLZ vs KMB
-0.3%
+22.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.3% |
| 7D | +1.7% | +0.5% | +1.2% | +1.4% |
| 30D | +11.2% | +12.4% | -1.2% | +4.9% |
| 3M | +6.1% | +1.0% | +5.2% | +5.4% |
| 6M | +8.6% | +12.1% | -3.6% | +2.1% |
| YTD | +25.8% | +11.6% | +14.2% | +18.6% |
| 1Y | +21.7% | +13.1% | +8.6% | +13.8% |
| 3Y | +5.8% | +1.6% | +4.2% | +1.5% |
| All | +22.2% | -0.3% | +22.5% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling