+24.4%
MDLZ vs KMI
+26.0%
-1.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.1% | +7.6% | +4.0% |
| 7D | +8.9% | -5.2% | +14.2% | +9.7% |
| 30D | +15.2% | +1.2% | +14.0% | +14.4% |
| 3M | +9.5% | +1.3% | +8.2% | +8.6% |
| 6M | +11.7% | -1.1% | +12.8% | +11.1% |
| YTD | +28.4% | +19.0% | +9.5% | +23.4% |
| 1Y | +24.4% | +26.6% | -2.2% | +17.6% |
| All | +24.4% | +26.0% | -1.6% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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