+28.0%
HON vs AMC
-59.1%
+87.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | 0.0% |
| 7D | +1.4% | +3.5% | -2.1% | +1.3% |
| 30D | +7.5% | +12.5% | -5.0% | +7.1% |
| 3M | -4.3% | +23.6% | -27.9% | -5.1% |
| 6M | -1.5% | +144.4% | -145.9% | -4.8% |
| YTD | +10.5% | +108.3% | -97.8% | +7.1% |
| 1Y | +8.5% | +38.9% | -30.3% | +6.1% |
| 3Y | +28.0% | -58.9% | +86.9% | +30.8% |
| All | +28.0% | -59.1% | +87.2% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling