+41.2%
KEY vs HSY
+10.4%
+30.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +2.2% | -3.3% | +5.5% | +2.5% |
| 30D | -3.0% | -2.8% | -0.2% | -2.8% |
| 3M | +3.3% | -4.5% | +7.8% | +3.6% |
| 6M | +9.2% | -24.2% | +33.4% | +11.8% |
| YTD | +10.6% | -2.7% | +13.4% | +10.3% |
| 1Y | +20.4% | -3.7% | +24.1% | +20.1% |
| 3Y | +121.8% | -11.5% | +133.3% | +123.8% |
| All | +41.2% | +10.4% | +30.8% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling