+71.2%
BKR vs HON
+17.2%
+54.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -7.0% | -3.5% | -3.5% | -5.8% |
| 30D | -8.1% | -13.8% | +5.6% | -3.3% |
| 3M | -6.6% | -11.7% | +5.1% | -3.5% |
| 6M | +0.9% | -18.7% | +19.6% | +8.1% |
| YTD | +31.1% | +0.2% | +30.9% | +25.1% |
| 1Y | +27.7% | -3.1% | +30.8% | +23.8% |
| 3Y | +71.2% | +17.0% | +54.2% | +50.7% |
| All | +71.2% | +17.2% | +54.1% | +50.7% |
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