+166.1%
APA vs HSY
+13.1%
+153.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.8% | +1.8% |
| 7D | -1.7% | -1.6% | -0.1% | -1.5% |
| 30D | +15.7% | -4.2% | +20.0% | +16.5% |
| 3M | +16.5% | -0.7% | +17.2% | +16.4% |
| 6M | +35.1% | -21.8% | +56.9% | +40.6% |
| YTD | +82.2% | -2.7% | +84.9% | +81.4% |
| 1Y | +102.5% | -4.8% | +107.3% | +102.4% |
| 3Y | +10.3% | -9.4% | +19.7% | +10.4% |
| 5Y | +166.1% | +11.3% | +154.8% | +146.6% |
| All | +166.1% | +13.1% | +153.0% | +146.6% |
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 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