+367.9%
APP vs HON
+0.6%
+367.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.2% |
| 7D | -4.4% | -0.6% | -3.8% | -4.0% |
| 30D | -10.0% | -15.4% | +5.4% | +0.5% |
| 3M | -41.4% | -9.1% | -32.3% | -38.1% |
| 6M | -41.0% | -17.1% | -24.0% | -33.8% |
| YTD | -54.7% | +1.5% | -56.2% | -57.1% |
| 1Y | -45.3% | -1.3% | -44.0% | -47.4% |
| 3Y | +624.3% | +19.5% | +604.7% | +470.8% |
| 5Y | +329.1% | +3.1% | +326.1% | +247.5% |
| All | +367.9% | +0.6% | +367.3% | +279.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling