+84.5%
AAPL vs HON
+17.0%
+67.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.9% | +4.0% |
| 7D | -0.5% | -2.6% | +2.1% | +0.4% |
| 30D | +7.1% | -11.9% | +19.0% | +11.7% |
| 3M | +12.1% | -6.1% | +18.2% | +13.1% |
| 6M | +25.4% | -19.2% | +44.6% | +34.4% |
| YTD | +20.5% | +0.2% | +20.3% | +16.9% |
| 1Y | +44.5% | -1.5% | +46.0% | +40.8% |
| All | +84.5% | +17.0% | +67.5% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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