+957.8%
HON vs AMT
+1,444.4%
-486.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.5% |
| 7D | +1.9% | +1.6% | +0.2% | +1.5% |
| 30D | +9.9% | +4.5% | +5.4% | +8.9% |
| 3M | -5.8% | +13.8% | -19.6% | -8.3% |
| 6M | +3.0% | +10.0% | -7.1% | +0.5% |
| YTD | +13.1% | +11.8% | +1.3% | +10.0% |
| 1Y | +13.2% | +10.2% | +2.9% | +10.3% |
| 3Y | +30.8% | +15.1% | +15.7% | +25.1% |
| 5Y | +13.0% | -18.8% | +31.9% | +14.5% |
| 10Y | +161.3% | +133.7% | +27.6% | +116.4% |
| All | +957.8% | +1,444.4% | -486.6% | +469.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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