-55.4%
APP vs HON
+12.4%
-67.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.0% | +8.7% | +10.4% |
| 7D | +4.5% | +4.2% | +0.3% | +4.0% |
| 30D | -3.6% | +6.7% | -10.3% | -4.3% |
| 3M | -35.3% | -7.9% | -27.4% | -34.5% |
| 6M | -42.8% | +4.8% | -47.6% | -40.6% |
| YTD | -59.7% | +13.2% | -72.8% | -55.5% |
| 1Y | -55.4% | +13.1% | -68.4% | -50.6% |
| All | -55.4% | +12.4% | -67.7% | -50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling