+32.4%
KRE vs HSY
+11.4%
+21.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -1.1% |
| 7D | -1.1% | -3.0% | +1.9% | -0.7% |
| 30D | -3.4% | -5.0% | +1.6% | -2.8% |
| 3M | +3.7% | -1.3% | +5.0% | +3.7% |
| 6M | +14.8% | -21.5% | +36.3% | +18.1% |
| YTD | +14.7% | -3.3% | +17.9% | +14.3% |
| 1Y | +16.0% | -5.5% | +21.5% | +16.0% |
| 3Y | +84.3% | -9.9% | +94.2% | +84.8% |
| All | +32.4% | +11.4% | +21.0% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling