-35.9%
APP vs HON
+1.2%
-37.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.3% | +2.1% |
| 7D | +0.9% | -3.6% | +4.5% | +1.4% |
| 30D | -23.3% | -15.3% | -8.0% | -21.4% |
| 3M | -42.6% | -7.9% | -34.7% | -41.1% |
| 6M | -33.6% | -18.1% | -15.6% | -31.6% |
| YTD | -52.4% | +3.8% | -56.3% | -50.5% |
| 1Y | -35.9% | +0.5% | -36.4% | -31.7% |
| All | -35.9% | +1.2% | -37.0% | -31.7% |
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 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