+132.3%
HON vs APTV
-16.1%
+148.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.5% | -5.0% | +1.6% | -2.1% |
| 30D | -13.8% | -6.1% | -7.7% | -12.3% |
| 3M | -11.7% | -33.0% | +21.3% | -1.9% |
| 6M | -18.7% | -35.2% | +16.5% | -9.7% |
| YTD | +0.2% | -40.1% | +40.4% | +13.4% |
| 1Y | -3.1% | -45.6% | +42.5% | +12.6% |
| 3Y | +17.0% | -54.4% | +71.3% | +38.1% |
| 5Y | +2.0% | -68.9% | +70.9% | +31.1% |
| All | +132.3% | -16.1% | +148.4% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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