+942.0%
APA vs HSY
+4,487.9%
-3,545.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.2% |
| 7D | +5.1% | +1.1% | +4.0% | +4.8% |
| 30D | +0.3% | +7.7% | -7.4% | -1.9% |
| 3M | +15.6% | -2.3% | +17.9% | +15.9% |
| 6M | +28.9% | -5.3% | +34.2% | +29.6% |
| YTD | +96.6% | -0.9% | +97.4% | +94.4% |
| 1Y | +95.5% | +5.2% | +90.3% | +90.0% |
| 3Y | +41.8% | +0.7% | +41.1% | +37.0% |
| 5Y | +85.4% | +12.2% | +73.2% | +72.8% |
| 10Y | +4.5% | +131.1% | -126.6% | -19.0% |
| All | +942.0% | +4,487.9% | -3,545.9% | +460.9% |
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