-39.3%
APP vs HSY
+5.5%
-44.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.5% |
| 7D | +61.1% | +3.8% | +57.3% | +62.2% |
| 30D | +42.8% | +6.9% | +35.9% | +45.3% |
| 3M | +16.7% | -4.1% | +20.7% | +15.3% |
| 6M | -15.6% | -5.0% | -10.6% | -16.8% |
| YTD | -41.3% | -2.3% | -39.0% | -36.1% |
| 1Y | -39.3% | +6.1% | -45.4% | -23.8% |
| All | -39.3% | +5.5% | -44.8% | -23.8% |
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