+333.0%
APP vs HSY
+10.4%
+322.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +1.9% |
| 7D | +0.9% | -3.3% | +4.2% | 0.0% |
| 30D | -23.3% | -2.8% | -20.5% | -23.7% |
| 3M | -42.6% | -4.5% | -38.2% | -43.2% |
| 6M | -33.6% | -24.2% | -9.4% | -38.2% |
| YTD | -52.4% | -2.7% | -49.7% | -52.1% |
| 1Y | -35.9% | -3.7% | -32.1% | -35.4% |
| 3Y | +642.2% | -11.5% | +653.7% | +682.3% |
| All | +333.0% | +10.4% | +322.6% | +395.2% |
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 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