+157,277.0%
KLAC vs HSY
+4,402.6%
+152,874.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.5% |
| 7D | +5.7% | -3.3% | +9.0% | +6.4% |
| 30D | -3.6% | -2.8% | -0.8% | -3.2% |
| 3M | -12.8% | -4.5% | -8.3% | -12.7% |
| 6M | +26.1% | -24.2% | +50.3% | +32.2% |
| YTD | +53.3% | -2.7% | +56.0% | +52.1% |
| 1Y | +113.7% | -3.7% | +117.4% | +111.9% |
| 3Y | +274.9% | -11.5% | +286.4% | +272.2% |
| 5Y | +470.1% | +10.3% | +459.8% | +433.2% |
| 10Y | +2,997.0% | +122.1% | +2,874.9% | +2,401.9% |
| All | +157,277.0% | +4,402.6% | +152,874.3% | +72,250.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling