-39.3%
APP vs HON
+13.8%
-53.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.6% |
| 7D | +61.1% | +1.9% | +59.2% | +60.5% |
| 30D | +42.8% | +9.9% | +32.9% | +41.2% |
| 3M | +16.7% | -5.8% | +22.4% | +17.6% |
| 6M | -15.6% | +3.0% | -18.6% | -12.7% |
| YTD | -41.3% | +13.1% | -54.4% | -34.5% |
| 1Y | -39.3% | +13.2% | -52.4% | -32.2% |
| All | -39.3% | +13.8% | -53.1% | -32.2% |
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