+89.3%
KLAC vs HSY
-4.1%
+93.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +1.7% |
| 7D | -2.7% | +0.1% | -2.8% | -2.6% |
| 30D | -13.2% | -5.2% | -8.0% | -14.8% |
| 3M | -25.0% | -3.4% | -21.6% | -24.8% |
| 6M | +23.6% | -19.2% | +42.8% | +23.0% |
| YTD | +49.2% | -2.6% | +51.9% | +55.1% |
| 1Y | +89.3% | -3.8% | +93.1% | +97.6% |
| All | +89.3% | -4.1% | +93.4% | +97.6% |
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