+155.8%
KRE vs HSY
+419.7%
-263.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.0% |
| 7D | +1.3% | -3.3% | +4.6% | +2.8% |
| 30D | -2.7% | -2.8% | +0.1% | -1.6% |
| 3M | +8.2% | -4.5% | +12.7% | +9.8% |
| 6M | +12.8% | -24.2% | +37.0% | +26.7% |
| YTD | +17.5% | -2.7% | +20.2% | +16.6% |
| 1Y | +16.6% | -3.7% | +20.3% | +15.7% |
| 3Y | +79.5% | -11.5% | +90.9% | +79.1% |
| 5Y | +32.4% | +10.3% | +22.1% | +14.0% |
| 10Y | +124.1% | +122.1% | +2.0% | +25.0% |
| All | +155.8% | +419.7% | -263.9% | -39.7% |
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