+4,143.0%
KR vs HSY
+4,377.7%
-234.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -3.1% | -3.0% | -0.1% | -2.2% |
| 30D | +0.6% | -5.0% | +5.7% | +2.1% |
| 3M | -9.8% | -1.3% | -8.5% | -9.5% |
| 6M | -22.1% | -21.5% | -0.6% | -16.9% |
| YTD | -8.1% | -3.3% | -4.8% | -7.7% |
| 1Y | -14.7% | -5.5% | -9.2% | -13.9% |
| 3Y | +28.6% | -9.9% | +38.5% | +29.3% |
| 5Y | +36.4% | +11.3% | +25.0% | +29.1% |
| 10Y | +120.8% | +128.1% | -7.3% | +65.6% |
| All | +4,143.0% | +4,377.7% | -234.7% | +1,094.1% |
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