+5,025.2%
AON vs HSY
+4,405.8%
+619.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | -3.2% | -1.6% | -1.7% | -2.8% |
| 30D | -11.9% | -4.2% | -7.6% | -10.7% |
| 3M | -2.9% | -0.7% | -2.1% | -2.7% |
| 6M | -6.8% | -21.8% | +15.0% | -0.3% |
| YTD | -10.1% | -2.7% | -7.4% | -10.1% |
| 1Y | -14.2% | -4.8% | -9.4% | -13.9% |
| 3Y | -3.3% | -9.4% | +6.1% | -3.2% |
| 5Y | +13.6% | +11.3% | +2.3% | +6.4% |
| 10Y | +209.2% | +125.0% | +84.1% | +132.8% |
| All | +5,025.2% | +4,405.8% | +619.4% | +1,633.0% |
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