+276.0%
APH vs HSY
+0.7%
+275.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.4% |
| 7D | +0.4% | +1.1% | -0.7% | +0.7% |
| 30D | -8.0% | +7.7% | -15.7% | -6.0% |
| 3M | -5.0% | -2.3% | -2.7% | -4.6% |
| 6M | +29.9% | -5.3% | +35.2% | +30.5% |
| YTD | +18.0% | -0.9% | +18.9% | +19.7% |
| 1Y | +11.3% | +5.2% | +6.1% | +14.0% |
| All | +276.0% | +0.7% | +275.2% | +289.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling