+187.8%
AFRM vs HSY
-1.0%
+188.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.2% | -2.9% |
| 7D | -5.5% | -2.3% | -3.2% | -5.5% |
| 30D | -15.5% | +6.3% | -21.8% | -15.5% |
| 3M | -10.3% | -5.2% | -5.1% | -10.4% |
| 6M | +0.6% | -8.3% | +8.9% | +0.3% |
| YTD | -11.5% | -2.7% | -8.9% | -12.3% |
| 1Y | -16.6% | +0.1% | -16.7% | -17.5% |
| All | +187.8% | -1.0% | +188.8% | +177.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling