+503.8%
APP vs HON
+9.7%
+494.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -1.6% |
| 7D | +10.6% | +3.6% | +7.0% | +8.4% |
| 30D | +44.6% | +7.8% | +36.8% | +36.5% |
| 3M | +29.6% | -4.8% | +34.4% | +32.4% |
| 6M | -19.8% | -1.7% | -18.1% | -20.4% |
| YTD | -41.6% | +10.7% | -52.3% | -48.2% |
| 1Y | -32.7% | +7.8% | -40.4% | -39.1% |
| 3Y | +799.0% | +28.1% | +771.0% | +573.1% |
| 5Y | +250.4% | +12.2% | +238.2% | +167.9% |
| All | +503.8% | +9.7% | +494.1% | +357.5% |
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