+570.3%
KGC vs HSY
-10.5%
+580.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.3% |
| 7D | -1.3% | -3.3% | +2.0% | -1.3% |
| 30D | +20.3% | -2.8% | +23.1% | +20.3% |
| 3M | +8.1% | -4.5% | +12.6% | +8.2% |
| 6M | -8.8% | -24.2% | +15.5% | -8.7% |
| YTD | +10.1% | -2.7% | +12.8% | +10.8% |
| 1Y | +44.2% | -3.7% | +48.0% | +45.2% |
| All | +570.3% | -10.5% | +580.8% | +606.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling