+10.4%
HON vs AMIX
-91.8%
+102.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -20.0% | +19.7% | -0.2% |
| 7D | -0.4% | -8.1% | +7.7% | -0.4% |
| 30D | +8.6% | -52.3% | +60.8% | +8.6% |
| 3M | -0.8% | -83.8% | +83.0% | -0.7% |
| 6M | -0.1% | -79.0% | +78.9% | +0.6% |
| YTD | +12.8% | -87.2% | +99.9% | +12.6% |
| 1Y | +10.4% | -91.7% | +102.1% | +9.8% |
| All | +10.4% | -91.8% | +102.2% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling