-26.3%
APH vs HON
+1.2%
-27.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -46.0% | -46.9% |
| 7D | -48.7% | -4.9% | -43.8% | -47.3% |
| 30D | -51.9% | -15.3% | -36.7% | -48.6% |
| 3M | -43.6% | -7.9% | -35.7% | -41.8% |
| 6M | -37.5% | -18.1% | -19.5% | -32.8% |
| YTD | -38.6% | +3.8% | -42.5% | -38.9% |
| 1Y | -26.3% | +0.5% | -26.8% | -27.4% |
| All | -26.3% | +1.2% | -27.5% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling