+226.7%
HON vs AMC
-98.1%
+324.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.9% |
| 6M | -18.1% | +124.6% | -142.6% | -20.1% |
| YTD | +3.8% | +69.9% | -66.0% | +1.8% |
| 1Y | +0.5% | -2.6% | +3.1% | -0.2% |
| 3Y | +19.8% | -79.8% | +99.5% | +21.1% |
| 5Y | +2.9% | -99.4% | +102.3% | +9.5% |
| 10Y | +134.6% | -98.9% | +233.5% | +128.9% |
| All | +226.7% | -98.1% | +324.7% | +180.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling