+119,301.1%
APH vs HSY
+3,788.8%
+115,512.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.4% | +3.8% | +4.0% |
| 7D | -5.9% | +7.5% | -13.5% | -7.3% |
| 30D | -14.8% | +11.1% | -25.9% | -16.8% |
| 3M | -12.4% | -1.9% | -10.5% | -12.5% |
| 6M | +8.1% | -3.0% | +11.0% | +7.6% |
| YTD | +10.9% | 0.0% | +10.9% | +9.3% |
| 1Y | +8.8% | +9.4% | -0.7% | +5.0% |
| 3Y | +262.1% | +3.8% | +258.3% | +245.8% |
| 5Y | +283.1% | +15.2% | +268.0% | +255.2% |
| 10Y | +908.1% | +126.9% | +781.2% | +702.8% |
| All | +119,301.1% | +3,788.8% | +115,512.4% | +68,938.2% |
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