+61,451.9%
APH vs HSY
+3,681.1%
+57,770.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.7% | -46.1% | -47.4% |
| 7D | -48.7% | -4.5% | -44.2% | -48.1% |
| 30D | -51.9% | -2.8% | -49.1% | -51.6% |
| 3M | -43.6% | -4.5% | -39.1% | -43.2% |
| 6M | -37.5% | -24.2% | -13.3% | -34.2% |
| YTD | -38.6% | -2.7% | -35.9% | -38.8% |
| 1Y | -26.3% | -3.7% | -22.6% | -26.6% |
| 3Y | +89.2% | -11.5% | +100.7% | +88.7% |
| 5Y | +119.8% | +10.3% | +109.5% | +107.0% |
| 10Y | +454.3% | +122.1% | +332.1% | +346.1% |
| All | +61,451.9% | +3,681.1% | +57,770.8% | +35,942.2% |
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