+239.1%
KDP vs HSY
+127.3%
+111.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.8% | -5.6% | -6.7% |
| 7D | -4.0% | -2.3% | -1.7% | -3.1% |
| 30D | +8.5% | +6.3% | +2.2% | +6.1% |
| 3M | +20.7% | -5.2% | +25.9% | +23.1% |
| 6M | +23.2% | -8.3% | +31.5% | +26.7% |
| YTD | +30.5% | -2.7% | +33.1% | +30.8% |
| 1Y | +35.9% | +0.1% | +35.7% | +34.6% |
| 3Y | +24.8% | -1.0% | +25.9% | +21.3% |
| 5Y | +13.4% | +10.6% | +2.8% | +4.6% |
| All | +239.1% | +127.3% | +111.8% | +135.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling