-3.7%
MDLZ vs APO
+58.7%
-62.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.5% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -1.6% | +3.9% | -5.4% | -1.4% |
| 3M | +0.9% | +3.8% | -2.9% | +1.2% |
| 6M | +7.3% | +22.3% | -14.9% | +8.1% |
| YTD | +16.4% | -7.8% | +24.2% | +16.9% |
| 1Y | +3.0% | -0.3% | +3.3% | +3.4% |
| 3Y | -3.7% | +57.1% | -60.8% | -4.6% |
| All | -3.7% | +58.7% | -62.4% | -4.6% |
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 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