+164.1%
HON vs AMC
-98.6%
+262.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.3% | -4.2% | +3.9% |
| 7D | +2.3% | +6.6% | -4.2% | +2.2% |
| 30D | +10.2% | +14.1% | -3.9% | +9.9% |
| 3M | -6.7% | +31.3% | -38.0% | -7.4% |
| 6M | +3.3% | +126.7% | -123.3% | +0.9% |
| YTD | +13.4% | +117.9% | -104.5% | +10.7% |
| 1Y | +14.7% | +41.1% | -26.4% | +13.0% |
| 3Y | +33.4% | -61.0% | +94.4% | +33.2% |
| 5Y | +12.7% | -99.1% | +111.9% | +18.1% |
| 10Y | +164.1% | -98.7% | +262.8% | +139.1% |
| All | +164.1% | -98.6% | +262.7% | +139.1% |
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