+1.9%
HON vs APO
+128.1%
-126.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.8% |
| 7D | -2.6% | -4.9% | +2.3% | -1.5% |
| 30D | -11.9% | -8.4% | -3.4% | -10.1% |
| 3M | -6.1% | -2.1% | -4.0% | -6.0% |
| 6M | -19.2% | +19.2% | -38.4% | -23.2% |
| YTD | +0.2% | -10.5% | +10.7% | +1.9% |
| 1Y | -1.5% | -2.7% | +1.2% | -2.4% |
| 3Y | +17.9% | +52.5% | -34.5% | +0.3% |
| 5Y | +1.9% | +132.1% | -130.1% | -26.4% |
| All | +1.9% | +128.1% | -126.2% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling