+2,896.3%
KLAC vs HSY
+128.6%
+2,767.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -13.2% | -5.2% | -8.0% | -12.2% |
| 3M | -25.0% | -3.4% | -21.6% | -25.0% |
| 6M | +23.6% | -19.2% | +42.8% | +29.7% |
| YTD | +49.2% | -2.6% | +51.9% | +47.3% |
| 1Y | +89.3% | -3.8% | +93.1% | +86.9% |
| 3Y | +274.4% | -10.6% | +285.0% | +270.8% |
| 5Y | +440.9% | +12.3% | +428.6% | +360.9% |
| All | +2,896.3% | +128.6% | +2,767.7% | +1,946.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling