+292.6%
APP vs HON
+8.3%
+284.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.0% | +7.9% | +8.6% |
| 7D | +71.2% | +0.8% | +70.4% | +68.5% |
| 30D | +39.1% | +5.7% | +33.3% | +32.4% |
| 3M | +16.5% | -8.3% | +24.9% | +22.3% |
| 6M | -16.6% | -2.4% | -14.1% | -17.1% |
| YTD | -41.9% | +9.0% | -50.9% | -48.7% |
| 1Y | -37.0% | +9.2% | -46.2% | -44.7% |
| 3Y | +892.4% | +26.3% | +866.1% | +617.8% |
| All | +292.6% | +8.3% | +284.3% | +179.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling