+871.6%
HON vs AMT
+1,311.4%
-439.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.0% | +1.2% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | -15.3% | +4.6% | -19.9% | -16.0% |
| 3M | -7.9% | -8.4% | +0.6% | -6.6% |
| 6M | -18.1% | -6.0% | -12.0% | -17.4% |
| YTD | +3.8% | +2.1% | +1.7% | +2.9% |
| 1Y | +0.5% | -6.4% | +6.9% | +1.2% |
| 3Y | +19.8% | +8.1% | +11.7% | +15.9% |
| 5Y | +2.9% | -31.9% | +34.8% | +7.9% |
| 10Y | +134.6% | +97.1% | +37.5% | +100.6% |
| All | +871.6% | +1,311.4% | -439.8% | +433.2% |
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