+173.2%
BKR vs HSY
+12.6%
+160.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.9% | -6.7% |
| 7D | -6.7% | -0.4% | -6.3% | -6.6% |
| 30D | -8.3% | -3.4% | -4.9% | -8.1% |
| 3M | -5.4% | -0.5% | -4.9% | -5.5% |
| 6M | +0.8% | -19.1% | +20.0% | +2.5% |
| YTD | +31.8% | -2.1% | +33.9% | +31.8% |
| 1Y | +28.6% | -3.2% | +31.8% | +28.7% |
| 3Y | +71.2% | -8.8% | +80.0% | +73.0% |
| All | +173.2% | +12.6% | +160.5% | +161.8% |
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