+21.5%
HON vs APA
+9.3%
+12.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.8% |
| 7D | -0.8% | -1.7% | +0.9% | -0.7% |
| 30D | -15.2% | +15.7% | -30.9% | -16.1% |
| 3M | -6.0% | +16.5% | -22.4% | -7.1% |
| 6M | -14.9% | +35.1% | -50.0% | -18.3% |
| YTD | +3.2% | +82.2% | -79.1% | -5.5% |
| 1Y | 0.0% | +102.5% | -102.4% | -10.2% |
| 3Y | +21.5% | +10.3% | +11.2% | +9.5% |
| All | +21.5% | +9.3% | +12.1% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling