+23.0%
MDLZ vs APO
+81.1%
-58.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +1.4% |
| 7D | +2.3% | +5.8% | -3.5% | +2.0% |
| 30D | +7.9% | +8.9% | -0.9% | +7.5% |
| 3M | +7.3% | -13.6% | +20.9% | +7.9% |
| 6M | +11.7% | -5.4% | +17.1% | +11.8% |
| YTD | +28.7% | -13.6% | +42.4% | +29.6% |
| 1Y | +22.8% | -2.5% | +25.3% | +22.5% |
| 3Y | +6.6% | +50.9% | -44.3% | -1.8% |
| All | +23.0% | +81.1% | -58.1% | +5.9% |
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