-43.0%
APP vs HSY
-3.3%
-39.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.6% |
| 7D | +0.1% | -1.6% | +1.6% | -0.3% |
| 30D | -10.0% | -4.2% | -5.8% | -11.0% |
| 3M | -44.6% | -0.7% | -43.9% | -44.5% |
| 6M | -37.9% | -21.8% | -16.1% | -41.7% |
| YTD | -53.7% | -2.7% | -51.0% | -52.0% |
| 1Y | -43.0% | -4.8% | -38.1% | -39.3% |
| All | -43.0% | -3.3% | -39.6% | -39.3% |
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