+333.0%
APP vs HON
+3.2%
+329.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.3% | +1.5% |
| 7D | +0.9% | -3.6% | +4.5% | +3.5% |
| 30D | -23.3% | -15.3% | -8.0% | -13.3% |
| 3M | -42.6% | -7.9% | -34.7% | -39.9% |
| 6M | -33.6% | -18.1% | -15.6% | -24.1% |
| YTD | -52.4% | +3.8% | -56.3% | -55.9% |
| 1Y | -35.9% | +0.5% | -36.4% | -39.4% |
| 3Y | +642.2% | +19.8% | +622.4% | +464.8% |
| All | +333.0% | +3.2% | +329.7% | +239.1% |
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