+26.2%
KLAC vs HSY
+10.7%
+15.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.2% | -8.3% | -1.9% |
| 7D | -5.7% | +6.6% | -12.2% | -2.0% |
| 30D | -27.6% | +8.4% | -36.0% | -23.9% |
| 3M | -23.3% | -1.8% | -21.5% | -22.6% |
| 6M | -12.4% | -2.6% | -9.7% | -11.3% |
| YTD | +23.7% | -2.0% | +25.7% | +33.6% |
| 1Y | +26.2% | +8.3% | +17.9% | +38.3% |
| All | +26.2% | +10.7% | +15.5% | +38.3% |
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