+1,078.2%
KEY vs HSY
+4,402.6%
-3,324.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.7% |
| 7D | +2.2% | -3.3% | +5.5% | +3.5% |
| 30D | -3.0% | -2.8% | -0.2% | -2.1% |
| 3M | +3.3% | -4.5% | +7.8% | +4.6% |
| 6M | +9.2% | -24.2% | +33.4% | +20.5% |
| YTD | +10.6% | -2.7% | +13.4% | +9.9% |
| 1Y | +20.4% | -3.7% | +24.1% | +19.5% |
| 3Y | +121.8% | -11.5% | +133.3% | +120.8% |
| 5Y | +41.1% | +10.3% | +30.8% | +25.5% |
| 10Y | +168.5% | +122.1% | +46.4% | +78.5% |
| All | +1,078.2% | +4,402.6% | -3,324.5% | +193.3% |
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