+27.9%
APD vs HSY
+10.4%
+17.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.8% |
| 7D | -2.2% | -3.3% | +1.1% | -1.7% |
| 30D | +2.1% | -2.8% | +4.9% | +2.6% |
| 3M | +7.2% | -4.5% | +11.7% | +7.8% |
| 6M | +11.2% | -24.2% | +35.5% | +16.6% |
| YTD | +24.4% | -2.7% | +27.1% | +23.9% |
| 1Y | +6.7% | -3.7% | +10.4% | +6.3% |
| 3Y | +9.2% | -11.5% | +20.7% | +10.9% |
| All | +27.9% | +10.4% | +17.5% | +20.0% |
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