+10.0%
APD vs HSY
+14.9%
-4.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -3.7% | +7.5% | -11.2% | -4.9% |
| 30D | +9.6% | +11.1% | -1.5% | +7.6% |
| 3M | +1.6% | -1.9% | +3.6% | +1.8% |
| 6M | +2.2% | -3.0% | +5.2% | +2.3% |
| YTD | +25.9% | 0.0% | +25.8% | +24.7% |
| 1Y | +20.1% | +9.4% | +10.7% | +16.9% |
| 3Y | +12.4% | +3.8% | +8.6% | +9.0% |
| All | +10.0% | +14.9% | -4.9% | -2.2% |
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