+22.2%
MDLZ vs APO
+67.1%
-44.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +1.7% | +0.8% | +0.9% | +1.6% |
| 30D | +11.2% | +1.0% | +10.1% | +11.1% |
| 3M | +6.1% | -8.4% | +14.5% | +6.5% |
| 6M | +8.6% | -9.1% | +17.7% | +8.9% |
| YTD | +25.8% | -18.3% | +44.2% | +27.1% |
| 1Y | +21.7% | -8.0% | +29.7% | +21.8% |
| 3Y | +5.8% | +47.1% | -41.2% | -2.6% |
| All | +22.2% | +67.1% | -44.9% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling