+132,206.3%
APH vs HON
+4,266.5%
+127,939.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | +5.0% | -3.6% | +8.6% | +6.8% |
| 30D | -3.9% | -15.3% | +11.4% | +3.8% |
| 3M | +13.0% | -7.9% | +20.9% | +16.7% |
| 6M | +25.2% | -18.1% | +43.2% | +36.3% |
| YTD | +22.9% | +3.8% | +19.1% | +19.5% |
| 1Y | +47.8% | +0.5% | +47.4% | +45.5% |
| 3Y | +283.0% | +19.8% | +263.3% | +242.2% |
| 5Y | +349.7% | +2.9% | +346.7% | +331.4% |
| 10Y | +1,061.2% | +134.6% | +926.6% | +660.0% |
| All | +132,206.3% | +4,266.5% | +127,939.8% | +26,328.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling