+521.9%
BKR vs HSY
+4,433.6%
-3,911.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.9% | -7.0% |
| 7D | -6.7% | -0.4% | -6.3% | -6.6% |
| 30D | -8.3% | -3.4% | -4.9% | -7.5% |
| 3M | -5.4% | -0.5% | -4.9% | -5.7% |
| 6M | +0.8% | -19.1% | +20.0% | +6.6% |
| YTD | +31.8% | -2.1% | +33.9% | +31.1% |
| 1Y | +28.6% | -3.2% | +31.8% | +27.8% |
| 3Y | +71.2% | -8.8% | +80.0% | +69.4% |
| 5Y | +179.2% | +13.0% | +166.3% | +154.8% |
| 10Y | +124.0% | +130.9% | -7.0% | +63.7% |
| All | +521.9% | +4,433.6% | -3,911.7% | +127.9% |
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