+1,278.3%
KDP vs HSY
+634.4%
+643.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | +2.2% | +7.5% | -5.3% | -0.7% |
| 30D | +19.9% | +11.1% | +8.9% | +15.0% |
| 3M | +21.5% | -1.9% | +23.4% | +22.4% |
| 6M | +30.1% | -3.0% | +33.1% | +31.1% |
| YTD | +34.9% | 0.0% | +34.9% | +33.8% |
| 1Y | +43.4% | +9.4% | +34.0% | +36.9% |
| 3Y | +29.1% | +3.8% | +25.3% | +22.8% |
| 5Y | +15.0% | +15.2% | -0.2% | +3.9% |
| 10Y | +234.1% | +126.9% | +107.2% | +121.0% |
| All | +1,278.3% | +634.4% | +643.9% | +393.5% |
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