+800.7%
HON vs AMP
+2,089.3%
-1,288.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -15.4% | -1.0% | -14.4% | -15.1% |
| 3M | -9.1% | +23.2% | -32.4% | -16.7% |
| 6M | -17.1% | +20.4% | -37.5% | -23.5% |
| YTD | +1.5% | +13.6% | -12.1% | -4.6% |
| 1Y | -1.3% | +13.4% | -14.7% | -7.3% |
| 3Y | +19.5% | +66.5% | -46.9% | -5.3% |
| 5Y | +3.1% | +120.2% | -117.2% | -28.5% |
| 10Y | +138.4% | +576.5% | -438.1% | -0.3% |
| All | +800.7% | +2,089.3% | -1,288.6% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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