+4,711.0%
KNX vs HSY
+2,898.3%
+1,812.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | +2.3% | -3.0% | +5.3% | +3.1% |
| 30D | +0.5% | -5.0% | +5.5% | +1.7% |
| 3M | -14.1% | -1.3% | -12.8% | -14.1% |
| 6M | +19.8% | -21.5% | +41.3% | +26.5% |
| YTD | +32.7% | -3.3% | +36.0% | +32.4% |
| 1Y | +62.3% | -5.5% | +67.8% | +62.6% |
| 3Y | +36.8% | -9.9% | +46.8% | +36.4% |
| 5Y | +41.8% | +11.3% | +30.4% | +32.5% |
| 10Y | +169.7% | +128.1% | +41.6% | +101.4% |
| All | +4,711.0% | +2,898.3% | +1,812.7% | +2,346.3% |
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