+1,886.5%
KMB vs HSY
+4,423.4%
-2,536.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | +6.0% | +3.8% | +2.2% | +4.6% |
| 30D | +13.5% | +6.9% | +6.6% | +10.9% |
| 3M | +3.8% | -4.1% | +7.8% | +5.2% |
| 6M | +15.6% | -5.0% | +20.6% | +17.3% |
| YTD | +14.0% | -2.3% | +16.3% | +14.1% |
| 1Y | +12.9% | +6.1% | +6.9% | +9.8% |
| 3Y | +3.7% | -0.7% | +4.4% | +1.3% |
| 5Y | -0.1% | +9.9% | -9.9% | -6.0% |
| 10Y | +41.1% | +127.8% | -86.7% | +3.6% |
| All | +1,886.5% | +4,423.4% | -2,536.9% | +473.1% |
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