+654.6%
APP vs HSY
-10.5%
+665.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +1.8% |
| 7D | +0.9% | -3.3% | +4.2% | -0.4% |
| 30D | -23.3% | -2.8% | -20.5% | -23.9% |
| 3M | -42.6% | -4.5% | -38.2% | -43.4% |
| 6M | -33.6% | -24.2% | -9.4% | -40.3% |
| YTD | -52.4% | -2.7% | -49.7% | -51.9% |
| 1Y | -35.9% | -3.7% | -32.1% | -35.0% |
| All | +654.6% | -10.5% | +665.1% | +805.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling