+90.6%
APA vs HSY
+5.5%
+85.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | -5.5% | +3.8% | -9.4% | -5.1% |
| 30D | -1.2% | +6.9% | -8.0% | -0.7% |
| 3M | +10.6% | -4.1% | +14.6% | +10.5% |
| 6M | +28.4% | -5.0% | +33.4% | +28.6% |
| YTD | +89.7% | -2.3% | +92.0% | +86.9% |
| 1Y | +90.6% | +6.1% | +84.5% | +93.4% |
| All | +90.6% | +5.5% | +85.1% | +93.4% |
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