+3.8%
MDLZ vs KMI
+20.9%
-17.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.5% | +0.4% |
| 7D | +1.7% | -2.1% | +3.7% | +2.1% |
| 30D | +1.1% | -1.7% | +2.8% | +1.4% |
| 3M | -1.8% | -1.9% | 0.0% | -1.6% |
| 6M | +12.3% | -4.3% | +16.6% | +13.0% |
| YTD | +18.0% | +15.8% | +2.2% | +13.2% |
| 1Y | +3.8% | +17.6% | -13.8% | -1.1% |
| All | +3.8% | +20.9% | -17.1% | -1.1% |
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