+5,998.7%
APD vs HSY
+4,530.8%
+1,467.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -3.7% | +7.5% | -11.2% | -6.0% |
| 30D | +9.6% | +11.1% | -1.5% | +5.7% |
| 3M | +1.6% | -1.9% | +3.6% | +2.0% |
| 6M | +2.2% | -3.0% | +5.2% | +2.4% |
| YTD | +25.9% | 0.0% | +25.8% | +24.1% |
| 1Y | +20.1% | +9.4% | +10.7% | +14.8% |
| 3Y | +12.4% | +3.8% | +8.6% | +6.8% |
| 5Y | +11.1% | +15.2% | -4.0% | +0.7% |
| 10Y | +190.1% | +126.9% | +63.3% | +107.0% |
| All | +5,998.7% | +4,530.8% | +1,467.9% | +1,464.0% |
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 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