+472.1%
HON vs APTV
+180.9%
+291.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +4.0% | +0.8% |
| 7D | -0.8% | +2.0% | -2.8% | -1.5% |
| 30D | -15.2% | -7.7% | -7.5% | -13.2% |
| 3M | -6.0% | -34.0% | +28.0% | +5.7% |
| 6M | -14.9% | -37.1% | +22.2% | -4.0% |
| YTD | +3.2% | -39.9% | +43.1% | +17.5% |
| 1Y | 0.0% | -44.4% | +44.5% | +16.5% |
| 3Y | +21.5% | -54.5% | +76.0% | +44.8% |
| 5Y | +4.0% | -69.1% | +73.2% | +35.7% |
| 10Y | +138.4% | -20.0% | +158.4% | +99.4% |
| All | +472.1% | +180.9% | +291.2% | +148.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling