+500.0%
APP vs HON
+8.0%
+492.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.0% | +7.9% | +8.7% |
| 7D | +71.2% | +0.8% | +70.4% | +68.6% |
| 30D | +39.1% | +5.7% | +33.3% | +32.8% |
| 3M | +16.5% | -8.3% | +24.9% | +22.0% |
| 6M | -16.6% | -2.4% | -14.1% | -17.0% |
| YTD | -41.9% | +9.0% | -50.9% | -48.1% |
| 1Y | -37.0% | +9.2% | -46.2% | -44.0% |
| 3Y | +892.4% | +26.3% | +866.1% | +649.0% |
| 5Y | +297.3% | +9.1% | +288.2% | +206.3% |
| All | +500.0% | +8.0% | +492.0% | +358.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling