+132.1%
HON vs AMC
-99.0%
+231.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | -1.2% |
| 7D | -2.6% | -7.1% | +4.5% | -2.5% |
| 30D | -11.9% | -1.7% | -10.2% | -11.9% |
| 3M | -6.1% | +13.5% | -19.5% | -6.6% |
| 6M | -19.2% | +112.6% | -131.8% | -21.0% |
| YTD | +0.2% | +51.3% | -51.1% | -1.4% |
| 1Y | -1.5% | -14.5% | +13.0% | -1.8% |
| 3Y | +17.9% | -67.1% | +85.1% | +18.2% |
| 5Y | +1.9% | -99.5% | +101.5% | +8.2% |
| All | +132.1% | -99.0% | +231.1% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling