+5,927.3%
APD vs HSY
+4,402.6%
+1,524.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -2.2% | -3.3% | +1.1% | -1.1% |
| 30D | +2.1% | -2.8% | +4.9% | +3.0% |
| 3M | +7.2% | -4.5% | +11.7% | +8.3% |
| 6M | +11.2% | -24.2% | +35.5% | +21.0% |
| YTD | +24.4% | -2.7% | +27.1% | +24.0% |
| 1Y | +6.7% | -3.7% | +10.4% | +6.4% |
| 3Y | +9.2% | -11.5% | +20.7% | +9.8% |
| 5Y | +27.4% | +10.3% | +17.0% | +17.2% |
| 10Y | +164.8% | +122.1% | +42.7% | +90.4% |
| All | +5,927.3% | +4,402.6% | +1,524.6% | +1,463.3% |
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