-9.1%
KMB vs HSY
+13.1%
-22.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.2% |
| 7D | -3.0% | -3.3% | +0.3% | -1.9% |
| 30D | -5.5% | -2.8% | -2.7% | -4.5% |
| 3M | +14.0% | -4.5% | +18.5% | +15.7% |
| 6M | +4.1% | -24.2% | +28.3% | +14.0% |
| YTD | +8.0% | -2.7% | +10.8% | +8.2% |
| 1Y | -13.7% | -3.7% | -10.0% | -13.5% |
| 3Y | -5.9% | -11.5% | +5.5% | -3.0% |
| All | -9.1% | +13.1% | -22.1% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling