-70.1%
APTV vs HSY
+10.6%
-80.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.0% |
| 3M | -35.0% | -1.3% | -33.7% | -35.0% |
| 6M | -38.9% | -21.5% | -17.4% | -36.5% |
| YTD | -41.5% | -3.3% | -38.2% | -41.8% |
| 1Y | -45.8% | -5.5% | -40.3% | -45.9% |
| 3Y | -55.7% | -9.9% | -45.8% | -56.2% |
| 5Y | -70.1% | +11.3% | -81.5% | -71.0% |
| All | -70.1% | +10.6% | -80.7% | -71.0% |
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 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