-55.4%
APTV vs HSY
-9.9%
-45.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.6% |
| 7D | -1.2% | -3.0% | +1.8% | -0.8% |
| 30D | -10.6% | -5.0% | -5.6% | -10.1% |
| 3M | -35.0% | -1.3% | -33.7% | -35.1% |
| 6M | -38.9% | -21.5% | -17.4% | -36.3% |
| YTD | -41.5% | -3.3% | -38.2% | -41.9% |
| 1Y | -45.8% | -5.5% | -40.3% | -46.0% |
| All | -55.4% | -9.9% | -45.5% | -55.8% |
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 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