+123.3%
HSY vs ALK
-41.7%
+165.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | +7.5% | +9.0% | -1.5% | +6.5% |
| 30D | +11.1% | -1.6% | +12.7% | +11.1% |
| 3M | -1.9% | -23.2% | +21.2% | +0.5% |
| 6M | -3.0% | -3.9% | +0.9% | -3.2% |
| YTD | 0.0% | -22.6% | +22.6% | +1.5% |
| 1Y | +9.4% | -5.3% | +14.8% | +8.5% |
| 3Y | +3.8% | +18.6% | -14.8% | -3.2% |
| 5Y | +15.2% | -34.4% | +49.6% | +14.4% |
| All | +123.3% | -41.7% | +165.0% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling