+132,206.3%
APH vs HSY
+3,681.1%
+128,525.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +5.0% | -3.3% | +8.3% | +5.6% |
| 30D | -3.9% | -2.8% | -1.1% | -3.5% |
| 3M | +13.0% | -4.5% | +17.5% | +13.3% |
| 6M | +25.2% | -24.2% | +49.4% | +31.4% |
| YTD | +22.9% | -2.7% | +25.7% | +22.2% |
| 1Y | +47.8% | -3.7% | +51.6% | +46.9% |
| 3Y | +283.0% | -11.5% | +294.5% | +280.7% |
| 5Y | +349.7% | +10.3% | +339.3% | +322.1% |
| 10Y | +1,061.2% | +122.1% | +939.1% | +831.6% |
| All | +132,206.3% | +3,681.1% | +128,525.1% | +77,115.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling