+197.7%
AON vs HSY
+128.6%
+69.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -14.1% | -5.2% | -8.9% | -12.7% |
| 3M | -9.5% | -3.4% | -6.1% | -8.5% |
| 6M | -4.0% | -19.2% | +15.2% | +2.0% |
| YTD | -13.8% | -2.6% | -11.2% | -14.0% |
| 1Y | -18.3% | -3.8% | -14.5% | -18.4% |
| 3Y | -7.2% | -10.6% | +3.4% | -6.4% |
| 5Y | +7.3% | +12.3% | -5.0% | -1.7% |
| All | +197.7% | +128.6% | +69.0% | +123.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling