+35.8%
KNX vs HSY
-9.3%
+45.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.5% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -4.4% | -5.2% | +0.8% | -4.2% |
| 3M | -17.3% | -3.4% | -13.9% | -17.2% |
| 6M | +22.6% | -19.2% | +41.8% | +24.6% |
| YTD | +31.1% | -2.6% | +33.8% | +30.8% |
| 1Y | +60.2% | -3.8% | +64.0% | +59.7% |
| 3Y | +35.8% | -10.6% | +46.4% | +45.9% |
| All | +35.8% | -9.3% | +45.1% | +45.9% |
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 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