-3.1%
HON vs APA
+101.6%
-104.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | +0.1% |
| 7D | -3.5% | +4.6% | -8.0% | -3.0% |
| 30D | -13.8% | +11.9% | -25.7% | -12.8% |
| 3M | -11.7% | +22.5% | -34.1% | -9.8% |
| 6M | -18.7% | +37.5% | -56.3% | -18.9% |
| YTD | +0.2% | +87.2% | -86.9% | -4.3% |
| 1Y | -3.1% | +101.4% | -104.5% | -8.6% |
| All | -3.1% | +101.6% | -104.7% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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