+279.1%
KLAC vs HSY
-9.9%
+289.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.3% |
| 7D | +6.2% | -3.0% | +9.1% | +5.6% |
| 30D | -5.0% | -5.0% | 0.0% | -5.8% |
| 3M | -14.4% | -1.3% | -13.1% | -14.3% |
| 6M | +28.3% | -21.5% | +49.8% | +26.9% |
| YTD | +51.1% | -3.3% | +54.4% | +52.1% |
| 1Y | +100.4% | -5.5% | +105.9% | +101.6% |
| All | +279.1% | -9.9% | +289.0% | +273.8% |
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