+292.6%
APP vs HSY
+14.9%
+277.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.4% | +9.5% | +10.0% |
| 7D | +71.2% | +7.5% | +63.7% | +74.2% |
| 30D | +39.1% | +11.1% | +28.0% | +43.1% |
| 3M | +16.5% | -1.9% | +18.5% | +15.9% |
| 6M | -16.6% | -3.0% | -13.6% | -17.0% |
| YTD | -41.9% | 0.0% | -42.0% | -41.1% |
| 1Y | -37.0% | +9.4% | -46.5% | -34.3% |
| 3Y | +892.4% | +3.8% | +888.7% | +945.5% |
| All | +292.6% | +14.9% | +277.8% | +419.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling