+242.9%
HON vs AMC
-97.7%
+340.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | 0.0% | +1.9% |
| 7D | +0.8% | +2.6% | -1.8% | +0.7% |
| 30D | +5.7% | +9.0% | -3.3% | +5.5% |
| 3M | -8.3% | +22.2% | -30.5% | -8.9% |
| 6M | -2.4% | +91.5% | -93.9% | -4.5% |
| YTD | +9.0% | +101.3% | -92.3% | +6.3% |
| 1Y | +9.2% | +20.8% | -11.6% | +7.8% |
| 3Y | +26.3% | -71.3% | +97.7% | +27.0% |
| 5Y | +9.1% | -99.2% | +108.4% | +15.5% |
| 10Y | +163.4% | -98.7% | +262.1% | +157.2% |
| All | +242.9% | -97.7% | +340.7% | +192.9% |
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