+452.0%
HON vs APO
+1,612.1%
-1,160.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.7% |
| 7D | +1.4% | +5.8% | -4.3% | -0.3% |
| 30D | +7.5% | +8.9% | -1.4% | +4.6% |
| 3M | -4.3% | -13.6% | +9.3% | -0.3% |
| 6M | -1.5% | -5.4% | +3.8% | -0.8% |
| YTD | +10.5% | -13.6% | +24.2% | +13.6% |
| 1Y | +8.5% | -2.5% | +11.0% | +7.1% |
| 3Y | +28.0% | +50.9% | -22.8% | +4.9% |
| 5Y | +12.0% | +81.4% | -69.4% | -16.9% |
| 10Y | +155.4% | +843.9% | -688.5% | +5.3% |
| All | +452.0% | +1,612.1% | -1,160.1% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling