+5.8%
APD vs HSY
-3.3%
+9.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.5% | -1.6% | -0.9% | -2.4% |
| 30D | -1.9% | -4.2% | +2.3% | -1.6% |
| 3M | +8.2% | -0.7% | +9.0% | +8.0% |
| 6M | +10.7% | -21.8% | +32.5% | +13.0% |
| YTD | +22.9% | -2.7% | +25.6% | +21.5% |
| 1Y | +5.8% | -4.8% | +10.6% | +4.7% |
| All | +5.8% | -3.3% | +9.1% | +4.7% |
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