+40.9%
MDLZ vs RKT
+0.4%
+40.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.6% |
| 7D | +0.1% | +10.3% | -10.2% | -0.5% |
| 30D | +10.0% | +32.3% | -22.3% | +8.2% |
| 3M | +7.1% | +10.7% | -3.7% | +6.3% |
| 6M | +9.8% | -3.2% | +13.0% | +9.5% |
| YTD | +26.6% | -21.5% | +48.2% | +27.2% |
| 1Y | +20.3% | -6.0% | +26.3% | +19.6% |
| 3Y | +5.4% | +104.2% | -98.8% | -0.4% |
| 5Y | +22.2% | +2.5% | +19.7% | +16.1% |
| All | +40.9% | +0.4% | +40.4% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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