+132.3%
HON vs APO
+945.2%
-812.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -3.5% | -3.5% | 0.0% | -2.4% |
| 30D | -13.8% | -6.6% | -7.2% | -12.0% |
| 3M | -11.7% | -3.3% | -8.4% | -11.3% |
| 6M | -18.7% | +22.6% | -41.3% | -24.8% |
| YTD | +0.2% | -9.8% | +10.0% | +2.0% |
| 1Y | -3.1% | -3.9% | +0.8% | -4.1% |
| 3Y | +17.0% | +52.5% | -35.5% | -5.8% |
| 5Y | +2.0% | +134.0% | -132.0% | -33.1% |
| All | +132.3% | +945.2% | -812.9% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling