+454.5%
KGC vs HSY
+13.1%
+441.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +2.4% | -1.6% | +4.0% | +2.6% |
| 30D | +9.2% | -4.2% | +13.5% | +9.7% |
| 3M | +16.7% | -0.7% | +17.5% | +16.8% |
| 6M | -7.0% | -21.8% | +14.8% | -4.6% |
| YTD | +7.5% | -2.7% | +10.2% | +7.7% |
| 1Y | +34.4% | -4.8% | +39.2% | +34.9% |
| 3Y | +552.0% | -9.4% | +561.3% | +565.2% |
| 5Y | +454.5% | +11.3% | +443.3% | +408.2% |
| All | +454.5% | +13.1% | +441.4% | +408.2% |
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