+107.2%
APA vs HSY
+10.7%
+96.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.2% | -11.0% | -6.4% |
| 7D | -13.0% | +6.6% | -19.5% | -12.3% |
| 30D | +2.0% | +8.4% | -6.4% | +2.7% |
| 3M | +24.9% | -1.8% | +26.7% | +24.9% |
| 6M | +7.2% | -2.6% | +9.8% | +7.3% |
| YTD | +87.1% | -2.0% | +89.1% | +89.8% |
| 1Y | +107.2% | +8.3% | +98.8% | +132.6% |
| All | +107.2% | +10.7% | +96.5% | +132.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling