+37.7%
KR vs HSY
-9.3%
+47.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +5.1% | -5.2% | +10.2% | +6.2% |
| 3M | -8.2% | -3.4% | -4.7% | -7.6% |
| 6M | -18.0% | -19.2% | +1.2% | -15.2% |
| YTD | -4.8% | -2.6% | -2.1% | -4.5% |
| 1Y | -11.0% | -3.8% | -7.3% | -10.7% |
| 3Y | +37.7% | -10.6% | +48.3% | +44.1% |
| All | +37.7% | -9.3% | +47.0% | +44.1% |
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 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