+119,301.1%
APH vs HON
+4,484.0%
+114,817.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +3.2% |
| 7D | -5.9% | +0.8% | -6.7% | -6.2% |
| 30D | -14.8% | +5.7% | -20.5% | -17.0% |
| 3M | -12.4% | -8.3% | -4.1% | -8.9% |
| 6M | +8.1% | -2.4% | +10.5% | +8.4% |
| YTD | +10.9% | +9.0% | +1.9% | +5.3% |
| 1Y | +8.8% | +9.2% | -0.4% | +3.1% |
| 3Y | +262.1% | +26.3% | +235.7% | +215.4% |
| 5Y | +283.1% | +9.1% | +274.0% | +257.2% |
| 10Y | +908.1% | +163.4% | +744.7% | +526.9% |
| All | +119,301.1% | +4,484.0% | +114,817.2% | +23,199.1% |
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