+15.6%
MDLZ vs KMI
+158.6%
-142.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.3% | +0.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | -1.6% | +3.7% | -5.2% | -2.2% |
| 3M | +0.9% | +3.2% | -2.3% | +0.3% |
| 6M | +7.3% | -3.0% | +10.3% | +7.7% |
| YTD | +16.4% | +19.7% | -3.2% | +12.8% |
| 1Y | +3.0% | +25.6% | -22.7% | -1.1% |
| 3Y | -3.7% | +120.2% | -123.9% | -19.9% |
| 5Y | +15.6% | +160.5% | -144.9% | -5.2% |
| All | +15.6% | +158.6% | -142.9% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling