+4.1%
MDLZ vs KWEB
-27.0%
+31.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.2% |
| 7D | -1.7% | -1.0% | -0.7% | -1.7% |
| 30D | -2.1% | -8.7% | +6.6% | -2.3% |
| 3M | +1.3% | -4.0% | +5.3% | +1.3% |
| 6M | +6.2% | -13.1% | +19.3% | +6.3% |
| YTD | +15.8% | -23.5% | +39.3% | +14.5% |
| 1Y | +4.1% | -27.2% | +31.3% | +2.4% |
| All | +4.1% | -27.0% | +31.2% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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