+22.5%
HON vs AMC
-67.9%
+90.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.3% | -3.4% | +0.8% |
| 7D | -3.6% | +2.3% | -5.9% | -3.7% |
| 30D | -15.3% | -0.7% | -14.5% | -15.3% |
| 3M | -7.9% | +35.2% | -43.1% | -9.2% |
| 6M | -18.1% | +124.6% | -142.6% | -20.7% |
| YTD | +3.8% | +69.9% | -66.0% | +1.2% |
| 1Y | +0.5% | -2.6% | +3.1% | -0.7% |
| All | +22.5% | -67.9% | +90.4% | +24.1% |
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 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