-14.8%
KMB vs HSY
-3.5%
-11.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.4% |
| 7D | -4.2% | -3.3% | -0.9% | -3.0% |
| 30D | -6.6% | -2.8% | -3.8% | -5.6% |
| 3M | +12.6% | -4.5% | +17.1% | +14.2% |
| 6M | +2.9% | -24.2% | +27.1% | +12.8% |
| YTD | +6.8% | -2.7% | +9.5% | +5.3% |
| 1Y | -14.8% | -3.7% | -11.0% | -18.4% |
| All | -14.8% | -3.5% | -11.2% | -18.4% |
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