+13.0%
HSY vs KMX
-54.8%
+67.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.9% | +1.2% |
| 7D | -0.4% | -3.4% | +3.0% | -0.2% |
| 30D | -3.4% | +4.0% | -7.5% | -3.7% |
| 3M | -0.5% | +24.8% | -25.3% | -2.1% |
| 6M | -19.1% | +43.6% | -62.8% | -21.5% |
| YTD | -2.1% | +56.6% | -58.7% | -5.6% |
| 1Y | -3.2% | +2.2% | -5.5% | -4.4% |
| 3Y | -8.8% | -25.4% | +16.6% | -9.0% |
| 5Y | +13.0% | -55.0% | +68.0% | +14.5% |
| All | +13.0% | -54.8% | +67.8% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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