+50.8%
APH vs HSY
-3.4%
+54.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.6% |
| 7D | +5.0% | -3.3% | +8.3% | +4.0% |
| 30D | -3.9% | -2.8% | -1.1% | -4.6% |
| 3M | +13.0% | -4.5% | +17.5% | +12.5% |
| 6M | +25.2% | -24.2% | +49.4% | +21.2% |
| YTD | +22.9% | -2.7% | +25.7% | +24.5% |
| All | +50.8% | -3.4% | +54.2% | +53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling