+282.2%
APH vs HON
+8.3%
+273.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +3.1% |
| 7D | -5.9% | +0.8% | -6.7% | -6.2% |
| 30D | -14.8% | +5.7% | -20.5% | -17.2% |
| 3M | -12.4% | -8.3% | -4.1% | -8.5% |
| 6M | +8.1% | -2.4% | +10.5% | +8.3% |
| YTD | +10.9% | +9.0% | +1.9% | +3.9% |
| 1Y | +8.8% | +9.2% | -0.4% | +1.7% |
| 3Y | +262.1% | +26.3% | +235.7% | +195.1% |
| All | +282.2% | +8.3% | +273.9% | +234.5% |
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