+79.0%
MDLZ vs APO
+948.0%
-869.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -1.6% | +3.9% | -5.4% | -2.1% |
| 3M | +0.9% | +3.8% | -2.9% | +0.1% |
| 6M | +7.3% | +22.3% | -14.9% | +3.8% |
| YTD | +16.4% | -7.8% | +24.2% | +16.9% |
| 1Y | +3.0% | -0.3% | +3.3% | +1.9% |
| 3Y | -3.7% | +57.1% | -60.8% | -14.7% |
| 5Y | +15.6% | +137.0% | -121.3% | -8.2% |
| 10Y | +79.0% | +946.8% | -867.9% | +7.6% |
| All | +79.0% | +948.0% | -869.0% | +7.6% |
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