+285.6%
APH vs HON
+19.6%
+266.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.5% |
| 7D | +5.0% | -3.6% | +8.6% | +6.5% |
| 30D | -3.9% | -15.3% | +11.4% | +2.6% |
| 3M | +13.0% | -7.9% | +20.9% | +16.0% |
| 6M | +25.2% | -18.1% | +43.2% | +34.8% |
| YTD | +22.9% | +3.8% | +19.1% | +19.6% |
| 1Y | +47.8% | +0.5% | +47.4% | +45.5% |
| All | +285.6% | +19.6% | +266.0% | +232.3% |
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