+183.9%
KDP vs HSY
+125.7%
+58.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +2.1% | -1.6% | +3.6% | +2.7% |
| 30D | +8.5% | -4.2% | +12.7% | +10.2% |
| 3M | +6.6% | -0.7% | +7.3% | +6.7% |
| 6M | +17.1% | -21.8% | +38.9% | +27.6% |
| YTD | +19.0% | -2.7% | +21.7% | +19.3% |
| 1Y | +21.8% | -4.8% | +26.6% | +22.7% |
| 3Y | +6.4% | -9.4% | +15.8% | +7.3% |
| 5Y | +5.1% | +11.3% | -6.1% | -3.3% |
| All | +183.9% | +125.7% | +58.2% | +103.7% |
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