+156.2%
HON vs AMC
-98.8%
+254.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.8% |
| 7D | +3.6% | +8.4% | -4.9% | +3.4% |
| 30D | +7.8% | +9.2% | -1.4% | +7.6% |
| 3M | -4.8% | +32.0% | -36.8% | -5.5% |
| 6M | -1.7% | +149.3% | -150.9% | -4.1% |
| YTD | +10.7% | +114.1% | -103.4% | +8.1% |
| 1Y | +7.8% | +35.8% | -28.0% | +6.2% |
| 3Y | +28.1% | -58.3% | +86.4% | +27.7% |
| 5Y | +12.2% | -99.2% | +111.3% | +17.6% |
| All | +156.2% | -98.8% | +254.9% | +132.3% |
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