+121,410.5%
AAPL vs HON
+5,657.9%
+115,752.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | +1.0% | -15.2% | +16.2% | +7.6% |
| 3M | +5.0% | -6.0% | +10.9% | +6.6% |
| 6M | +23.0% | -14.9% | +37.9% | +29.7% |
| YTD | +16.6% | +3.2% | +13.5% | +13.5% |
| 1Y | +33.4% | 0.0% | +33.4% | +31.1% |
| 3Y | +79.9% | +21.5% | +58.4% | +62.3% |
| 5Y | +109.0% | +4.0% | +105.0% | +100.5% |
| 10Y | +1,210.4% | +138.4% | +1,072.1% | +804.0% |
| All | +121,410.5% | +5,657.9% | +115,752.7% | +29,458.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling