+106.1%
MDLZ vs APO
+847.3%
-741.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | +7.9% | +3.1% | +4.8% | +7.4% |
| 3M | +8.9% | -12.0% | +20.9% | +10.6% |
| 6M | +10.5% | -5.0% | +15.5% | +10.7% |
| YTD | +27.1% | -14.0% | +41.1% | +28.7% |
| 1Y | +20.9% | -5.9% | +26.9% | +20.6% |
| 3Y | +5.5% | +51.6% | -46.0% | -6.3% |
| 5Y | +22.2% | +80.8% | -58.5% | +2.1% |
| 10Y | +106.1% | +839.9% | -733.8% | +23.0% |
| All | +106.1% | +847.3% | -741.2% | +23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling