+1,041.3%
APH vs HON
+138.0%
+903.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -0.8% |
| 7D | +0.2% | -0.8% | +1.0% | +0.7% |
| 30D | -3.3% | -15.2% | +11.8% | +6.7% |
| 3M | +14.0% | -6.0% | +20.0% | +17.1% |
| 6M | +24.4% | -14.9% | +39.3% | +35.7% |
| YTD | +21.4% | +3.2% | +18.3% | +16.7% |
| 1Y | +48.9% | 0.0% | +48.9% | +45.4% |
| 3Y | +290.1% | +21.5% | +268.6% | +225.1% |
| 5Y | +352.8% | +4.0% | +348.8% | +315.6% |
| 10Y | +1,041.3% | +138.4% | +902.9% | +554.9% |
| All | +1,041.3% | +138.0% | +903.3% | +554.9% |
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