+270.9%
APH vs HON
+27.8%
+243.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +4.9% | +1.4% | +3.5% | +4.3% |
| 30D | -5.4% | +7.5% | -12.9% | -7.9% |
| 3M | -5.5% | -4.3% | -1.1% | -3.7% |
| 6M | +25.9% | -1.5% | +27.5% | +25.9% |
| YTD | +16.4% | +10.5% | +5.8% | +10.7% |
| 1Y | +16.5% | +8.5% | +7.9% | +11.6% |
| 3Y | +270.9% | +28.0% | +242.8% | +217.2% |
| All | +270.9% | +27.8% | +243.0% | +217.2% |
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 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