+1,314.5%
KDP vs HSY
+617.4%
+697.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | +8.2% | +3.8% | +4.4% | +6.6% |
| 30D | +18.4% | +6.9% | +11.5% | +15.2% |
| 3M | +29.2% | -4.1% | +33.3% | +31.3% |
| 6M | +32.3% | -5.0% | +37.3% | +34.4% |
| YTD | +38.5% | -2.3% | +40.8% | +38.5% |
| 1Y | +48.5% | +6.1% | +42.4% | +43.5% |
| 3Y | +32.5% | -0.7% | +33.1% | +28.3% |
| 5Y | +19.7% | +9.9% | +9.8% | +10.2% |
| 10Y | +256.4% | +127.8% | +128.6% | +135.0% |
| All | +1,314.5% | +617.4% | +697.1% | +411.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling