+6,005.0%
HON vs AA
+215.1%
+5,789.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | +0.4% |
| 7D | +1.4% | +0.5% | +0.9% | +1.2% |
| 30D | +7.5% | -0.6% | +8.1% | +7.5% |
| 3M | -4.3% | -19.7% | +15.3% | +1.2% |
| 6M | -1.5% | -41.6% | +40.0% | +12.7% |
| YTD | +10.5% | -24.6% | +35.2% | +15.3% |
| 1Y | +8.5% | +4.9% | +3.7% | +2.3% |
| 3Y | +28.0% | +66.8% | -38.8% | -3.4% |
| 5Y | +12.0% | -19.4% | +31.4% | -5.6% |
| 10Y | +155.4% | +43.1% | +112.3% | +40.0% |
| All | +6,005.0% | +215.1% | +5,789.9% | +1,846.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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