+19.8%
KNX vs HSY
-21.9%
+41.7%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.9% |
| 7D | +2.3% | -3.0% | +5.3% | +1.9% |
| 30D | +0.5% | -5.0% | +5.5% | -0.3% |
| 3M | -14.1% | -1.3% | -12.8% | -13.8% |
| 6M | +19.8% | -21.5% | +41.3% | +23.6% |
| All | +19.8% | -21.9% | +41.7% | +23.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling