-20.9%
AFRM vs HSY
+10.4%
-31.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.6% |
| 7D | -7.0% | -3.3% | -3.7% | -7.0% |
| 30D | -7.8% | -2.8% | -5.0% | -7.8% |
| 3M | +5.3% | -4.5% | +9.8% | +5.2% |
| 6M | +42.6% | -24.2% | +66.9% | +41.9% |
| YTD | -2.8% | -2.7% | -0.1% | -3.3% |
| 1Y | -19.3% | -3.7% | -15.6% | -19.8% |
| 3Y | +231.0% | -11.5% | +242.4% | +226.4% |
| All | -20.9% | +10.4% | -31.3% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling