+17.8%
HON vs AMIX
-100.0%
+117.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.4% | +6.6% | -1.8% |
| 7D | +3.6% | -10.9% | +14.4% | +3.6% |
| 30D | +7.8% | -55.0% | +62.8% | +7.9% |
| 3M | -4.8% | -82.0% | +77.2% | -4.6% |
| 6M | -1.7% | -80.4% | +78.8% | -1.6% |
| YTD | +10.7% | -88.3% | +99.0% | +10.8% |
| 1Y | +7.8% | -92.4% | +100.1% | +8.0% |
| All | +17.8% | -100.0% | +117.7% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling