+353.7%
MDLZ vs APO
+1,594.4%
-1,240.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.0% | 0.0% |
| 7D | +0.1% | +2.3% | -2.2% | -0.3% |
| 30D | +10.0% | +3.0% | +7.0% | +9.4% |
| 3M | +7.1% | -3.7% | +10.8% | +7.4% |
| 6M | +9.8% | -7.5% | +17.3% | +10.5% |
| YTD | +26.6% | -14.5% | +41.2% | +28.3% |
| 1Y | +20.3% | -6.2% | +26.5% | +20.0% |
| 3Y | +5.4% | +51.9% | -46.5% | -6.2% |
| 5Y | +22.2% | +76.5% | -54.2% | +3.1% |
| 10Y | +92.2% | +895.2% | -803.1% | +12.4% |
| All | +353.7% | +1,594.4% | -1,240.8% | +147.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling