+75.8%
KEEL vs HSY
-21.9%
+97.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -1.1% |
| 7D | +19.3% | -3.0% | +22.2% | +16.0% |
| 30D | +9.1% | -5.0% | +14.2% | +4.2% |
| 3M | -31.5% | -1.3% | -30.2% | -31.4% |
| 6M | +75.8% | -21.5% | +97.3% | +76.9% |
| All | +75.8% | -21.9% | +97.7% | +76.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling