+955.2%
APH vs HON
+161.5%
+793.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -5.0% | +1.9% | -6.9% | -5.9% |
| 30D | -8.4% | +9.9% | -18.2% | -13.5% |
| 3M | -4.5% | -5.8% | +1.3% | -1.1% |
| 6M | +25.3% | +3.0% | +22.3% | +21.4% |
| YTD | +18.9% | +13.1% | +5.9% | +8.0% |
| 1Y | +11.9% | +13.2% | -1.2% | +1.5% |
| 3Y | +278.0% | +30.8% | +247.2% | +200.9% |
| 5Y | +306.4% | +13.0% | +293.4% | +254.2% |
| 10Y | +955.2% | +161.3% | +793.9% | +466.2% |
| All | +955.2% | +161.5% | +793.7% | +466.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling