+1.5%
HON vs AMCR
-12.3%
+13.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.7% |
| 7D | -3.5% | -6.3% | +2.8% | -0.9% |
| 30D | -13.8% | -7.8% | -6.0% | -11.0% |
| 3M | -11.7% | +7.5% | -19.2% | -14.7% |
| 6M | -18.7% | +2.7% | -21.4% | -20.3% |
| YTD | +0.2% | +6.0% | -5.8% | -3.6% |
| 1Y | -3.1% | +7.8% | -10.8% | -7.6% |
| 3Y | +17.0% | +5.8% | +11.2% | +8.7% |
| All | +1.5% | -12.3% | +13.8% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling