+6,127.5%
HON vs APA
+905.9%
+5,221.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.8% | -1.0% |
| 7D | -0.4% | +5.1% | -5.4% | -1.3% |
| 30D | +8.6% | +0.3% | +8.3% | +8.2% |
| 3M | -0.8% | +15.6% | -16.4% | -4.2% |
| 6M | -0.1% | +28.9% | -29.0% | -6.4% |
| YTD | +12.8% | +96.6% | -83.8% | -4.3% |
| 1Y | +10.4% | +95.5% | -85.1% | -6.4% |
| 3Y | +30.5% | +41.8% | -11.3% | +13.7% |
| 5Y | +15.0% | +85.4% | -70.4% | -10.0% |
| 10Y | +160.5% | +4.5% | +155.9% | +82.7% |
| All | +6,127.5% | +905.9% | +5,221.7% | +3,005.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling