+61,451.9%
APH vs HON
+4,266.5%
+57,185.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -46.0% | -46.9% |
| 7D | -48.7% | -4.9% | -43.8% | -47.1% |
| 30D | -51.9% | -15.3% | -36.7% | -47.7% |
| 3M | -43.6% | -7.9% | -35.7% | -41.2% |
| 6M | -37.5% | -18.1% | -19.5% | -31.4% |
| YTD | -38.6% | +3.8% | -42.5% | -39.9% |
| 1Y | -26.3% | +0.5% | -26.8% | -26.9% |
| 3Y | +89.2% | +19.8% | +69.4% | +70.4% |
| 5Y | +119.8% | +2.9% | +116.9% | +112.6% |
| 10Y | +454.3% | +134.6% | +319.6% | +265.7% |
| All | +61,451.9% | +4,266.5% | +57,185.5% | +12,294.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling