+262.1%
APH vs HON
+25.5%
+236.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +3.3% |
| 7D | -5.9% | +0.8% | -6.7% | -6.1% |
| 30D | -14.8% | +5.7% | -20.5% | -16.6% |
| 3M | -12.4% | -8.3% | -4.1% | -9.4% |
| 6M | +8.1% | -2.4% | +10.5% | +8.4% |
| YTD | +10.9% | +9.0% | +1.9% | +6.1% |
| 1Y | +8.8% | +9.2% | -0.4% | +3.9% |
| 3Y | +262.1% | +26.3% | +235.7% | +207.7% |
| All | +262.1% | +25.5% | +236.5% | +207.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling