+81.7%
MDLZ vs KWEB
-19.7%
+101.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +1.9% | -5.6% | +7.5% | +2.4% |
| 30D | +0.4% | -10.7% | +11.1% | +1.3% |
| 3M | -0.6% | -7.4% | +6.8% | -0.1% |
| 6M | +14.7% | -19.3% | +34.0% | +16.6% |
| YTD | +18.0% | -27.8% | +45.7% | +20.9% |
| 1Y | +4.1% | -35.9% | +40.1% | +7.7% |
| 3Y | -4.6% | -1.9% | -2.6% | -6.0% |
| 5Y | +18.4% | -43.2% | +61.5% | +21.7% |
| All | +81.7% | -19.7% | +101.4% | +59.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling