-34.9%
AMAT vs HONA
-16.9%
-18.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HONA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.6% | -3.6% |
| 7D | +19.3% | +11.1% | +8.2% | +19.9% |
| 30D | -17.9% | +5.1% | -23.0% | -17.8% |
| 3M | -30.4% | -0.9% | -29.5% | -30.7% |
| All | -34.9% | -16.9% | -18.0% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HONA.
Daily Out/Under-Performance
Portfolio return minus HONA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HONA 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 6mo: compounded portfolio wealth divided by compounded HONA 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…
6mo analysis · Full analysis span regression · Available span rolling