+1,062.4%
APH vs MDLZ
+83.6%
+978.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.0% |
| 7D | +1.6% | 0.0% | +1.7% | +1.6% |
| 30D | -3.0% | +1.4% | -4.4% | -3.7% |
| 3M | +5.7% | 0.0% | +5.7% | +4.8% |
| 6M | +20.0% | +9.1% | +10.8% | +14.6% |
| YTD | +20.8% | +17.9% | +2.9% | +11.5% |
| 1Y | +40.2% | +3.2% | +37.0% | +36.3% |
| 3Y | +288.1% | -2.5% | +290.6% | +274.4% |
| 5Y | +352.5% | +17.6% | +334.9% | +288.0% |
| 10Y | +1,062.4% | +87.9% | +974.5% | +703.2% |
| All | +1,062.4% | +83.6% | +978.9% | +703.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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