-2.7%
APO vs HSY
-3.8%
+1.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.6% | -2.1% |
| 7D | -4.9% | -0.4% | -4.5% | -4.9% |
| 30D | -8.4% | -3.4% | -5.0% | -8.9% |
| 3M | -2.1% | -0.5% | -1.5% | -1.9% |
| 6M | +19.2% | -19.1% | +38.4% | +16.8% |
| YTD | -10.5% | -2.1% | -8.5% | -13.8% |
| 1Y | -2.7% | -3.2% | +0.5% | -8.2% |
| All | -2.7% | -3.8% | +1.1% | -8.2% |
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 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