+81.6%
MDLZ vs AON
+206.8%
-125.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +2.4% |
| 7D | 0.0% | -7.9% | +7.9% | +2.6% |
| 30D | +1.4% | -14.6% | +16.1% | +6.6% |
| 3M | 0.0% | -7.9% | +7.9% | +2.5% |
| 6M | +9.1% | -8.0% | +17.1% | +11.6% |
| YTD | +17.9% | -13.2% | +31.2% | +22.4% |
| 1Y | +3.2% | -16.4% | +19.7% | +8.4% |
| 3Y | -2.5% | -6.7% | +4.2% | -2.9% |
| 5Y | +17.6% | +8.0% | +9.6% | +8.5% |
| All | +81.6% | +206.8% | -125.1% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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