+3.1%
HON vs APA
+177.1%
-174.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.6% | -1.9% |
| 7D | -0.6% | +0.3% | -0.9% | -0.6% |
| 30D | -15.4% | +9.3% | -24.7% | -16.2% |
| 3M | -9.1% | +23.3% | -32.5% | -11.5% |
| 6M | -17.1% | +39.5% | -56.5% | -21.3% |
| YTD | +1.5% | +87.6% | -86.1% | -7.9% |
| 1Y | -1.3% | +114.2% | -115.6% | -12.5% |
| 3Y | +19.5% | +13.6% | +6.0% | +11.9% |
| 5Y | +3.1% | +175.6% | -172.5% | -16.5% |
| All | +3.1% | +177.1% | -174.0% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling