-4.6%
MDLZ vs KWEB
-1.6%
-3.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.4% |
| 7D | 0.0% | -3.6% | +3.5% | +0.1% |
| 30D | +1.4% | -14.9% | +16.4% | +2.0% |
| 3M | 0.0% | -5.4% | +5.4% | +0.2% |
| 6M | +9.1% | -18.9% | +28.0% | +9.9% |
| YTD | +17.9% | -27.2% | +45.2% | +19.1% |
| 1Y | +3.2% | -34.2% | +37.5% | +4.6% |
| All | -4.6% | -1.6% | -3.0% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling