+5.8%
MDLZ vs APO
+43.9%
-38.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +1.7% | +0.8% | +0.9% | +1.7% |
| 30D | +11.2% | +1.0% | +10.1% | +11.2% |
| 3M | +6.1% | -8.4% | +14.5% | +5.8% |
| 6M | +8.6% | -9.1% | +17.7% | +8.3% |
| YTD | +25.8% | -18.3% | +44.2% | +25.7% |
| 1Y | +21.7% | -8.0% | +29.7% | +21.7% |
| 3Y | +5.8% | +47.1% | -41.2% | +9.4% |
| All | +5.8% | +43.9% | -38.0% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling