+418.4%
HON vs APO
+1,753.5%
-1,335.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -3.6% | -1.0% | -2.6% | -3.3% |
| 30D | -15.3% | +3.5% | -18.7% | -16.4% |
| 3M | -7.9% | +4.5% | -12.4% | -9.6% |
| 6M | -18.1% | +22.8% | -40.8% | -24.0% |
| YTD | +3.8% | -6.5% | +10.3% | +4.4% |
| 1Y | +0.5% | +0.8% | -0.3% | -2.0% |
| 3Y | +19.8% | +62.0% | -42.2% | -4.0% |
| 5Y | +2.9% | +138.2% | -135.3% | -30.5% |
| 10Y | +134.6% | +940.3% | -805.6% | -5.9% |
| All | +418.4% | +1,753.5% | -1,335.0% | +55.6% |
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