+96.0%
KEYS vs HSY
-3.5%
+99.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.3% |
| 7D | +2.3% | -3.3% | +5.6% | +1.7% |
| 30D | -2.6% | -2.8% | +0.2% | -3.1% |
| 3M | -4.6% | -4.5% | -0.1% | -4.6% |
| 6M | +8.7% | -24.2% | +33.0% | +11.6% |
| YTD | +61.0% | -2.7% | +63.8% | +70.9% |
| 1Y | +96.0% | -3.7% | +99.7% | +111.3% |
| All | +96.0% | -3.5% | +99.5% | +111.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling