+355.9%
APH vs HON
+3.2%
+352.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | +5.0% | -3.6% | +8.6% | +7.0% |
| 30D | -3.9% | -15.3% | +11.4% | +4.8% |
| 3M | +13.0% | -7.9% | +20.9% | +16.9% |
| 6M | +25.2% | -18.1% | +43.2% | +38.0% |
| YTD | +22.9% | +3.8% | +19.1% | +18.0% |
| 1Y | +47.8% | +0.5% | +47.4% | +44.1% |
| 3Y | +283.0% | +19.8% | +263.3% | +220.2% |
| All | +355.9% | +3.2% | +352.7% | +307.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling