+355.9%
APH vs HSY
+10.4%
+345.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.8% |
| 7D | +5.0% | -3.3% | +8.3% | +4.8% |
| 30D | -3.9% | -2.8% | -1.1% | -4.0% |
| 3M | +13.0% | -4.5% | +17.5% | +12.9% |
| 6M | +25.2% | -24.2% | +49.4% | +25.5% |
| YTD | +22.9% | -2.7% | +25.7% | +22.7% |
| 1Y | +47.8% | -3.7% | +51.6% | +47.6% |
| 3Y | +283.0% | -11.5% | +294.5% | +292.5% |
| All | +355.9% | +10.4% | +345.6% | +318.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling