+126.5%
HSY vs TKO
+989.7%
-863.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.6% |
| 7D | +0.1% | +2.3% | -2.2% | -0.1% |
| 30D | -5.2% | -2.5% | -2.7% | -5.0% |
| 3M | -3.4% | -10.6% | +7.2% | -2.8% |
| 6M | -19.2% | -5.1% | -14.1% | -19.0% |
| YTD | -2.6% | -8.2% | +5.6% | -2.3% |
| 1Y | -3.8% | -4.4% | +0.7% | -3.7% |
| 3Y | -10.6% | +100.4% | -111.0% | -15.8% |
| 5Y | +12.3% | +294.3% | -282.0% | -0.9% |
| All | +126.5% | +989.7% | -863.2% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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