+121,410.5%
AAPL vs HSY
+4,405.8%
+117,004.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | -2.7% | -1.6% | -1.2% | -2.4% |
| 30D | +1.0% | -4.2% | +5.2% | +2.1% |
| 3M | +5.0% | -0.7% | +5.7% | +5.0% |
| 6M | +23.0% | -21.8% | +44.8% | +30.3% |
| YTD | +16.6% | -2.7% | +19.3% | +16.7% |
| 1Y | +33.4% | -4.8% | +38.2% | +33.9% |
| 3Y | +79.9% | -9.4% | +89.2% | +79.8% |
| 5Y | +109.0% | +11.3% | +97.7% | +97.7% |
| 10Y | +1,210.4% | +125.0% | +1,085.4% | +939.2% |
| All | +121,410.5% | +4,405.8% | +117,004.7% | +34,703.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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