+179.9%
APTV vs HSY
+340.2%
-160.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.7% |
| 7D | +2.0% | -1.6% | +3.5% | +2.5% |
| 30D | -7.7% | -4.2% | -3.5% | -6.4% |
| 3M | -34.0% | -0.7% | -33.3% | -34.2% |
| 6M | -37.1% | -21.8% | -15.3% | -32.0% |
| YTD | -39.9% | -2.7% | -37.2% | -40.5% |
| 1Y | -44.4% | -4.8% | -39.6% | -44.6% |
| 3Y | -54.5% | -9.4% | -45.1% | -54.7% |
| 5Y | -69.1% | +11.3% | -80.4% | -72.7% |
| 10Y | -20.0% | +125.0% | -145.0% | -43.6% |
| All | +179.9% | +340.2% | -160.3% | +49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling