+28.0%
HON vs APO
+53.0%
-25.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.5% |
| 7D | +1.4% | +5.8% | -4.3% | +0.3% |
| 30D | +7.5% | +8.9% | -1.4% | +5.7% |
| 3M | -4.3% | -13.6% | +9.3% | -1.9% |
| 6M | -1.5% | -5.4% | +3.8% | -1.1% |
| YTD | +10.5% | -13.6% | +24.2% | +13.0% |
| 1Y | +8.5% | -2.5% | +11.0% | +8.0% |
| 3Y | +28.0% | +50.9% | -22.8% | +22.5% |
| All | +28.0% | +53.0% | -25.0% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling