+887.9%
APP vs HON
+27.8%
+860.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.0% |
| 7D | +4.6% | +1.4% | +3.2% | +4.1% |
| 30D | +56.0% | +7.5% | +48.5% | +50.1% |
| 3M | +30.8% | -4.3% | +35.2% | +32.6% |
| 6M | -9.8% | -1.5% | -8.3% | -9.7% |
| YTD | -39.3% | +10.5% | -49.8% | -44.2% |
| 1Y | -26.4% | +8.5% | -35.0% | -31.7% |
| 3Y | +887.9% | +28.0% | +859.9% | +712.9% |
| All | +887.9% | +27.8% | +860.1% | +712.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling