+78.6%
APLD vs MDLZ
+4.4%
+74.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -3.7% |
| 7D | +9.0% | 0.0% | +9.0% | +9.0% |
| 30D | -6.6% | +1.4% | -8.1% | -6.1% |
| 3M | -35.2% | 0.0% | -35.3% | -34.3% |
| 6M | +0.4% | +9.1% | -8.7% | -1.3% |
| YTD | +10.7% | +17.9% | -7.3% | +6.5% |
| 1Y | +78.6% | +3.2% | +75.3% | +69.3% |
| All | +78.6% | +4.4% | +74.1% | +69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling