+24.4%
MDLZ vs APO
-5.6%
+30.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.1% | -4.6% | +3.7% |
| 7D | +8.9% | +8.2% | +0.7% | +9.2% |
| 30D | +15.2% | +6.4% | +8.8% | +15.4% |
| 3M | +9.5% | -7.4% | +16.9% | +8.6% |
| 6M | +11.7% | -4.2% | +15.8% | +11.5% |
| YTD | +28.4% | -14.1% | +42.6% | +30.9% |
| 1Y | +24.4% | -4.4% | +28.8% | +23.1% |
| All | +24.4% | -5.6% | +30.1% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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