+19.3%
HON vs AS
+134.9%
-115.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | +0.8% | +6.9% | -6.1% | -0.2% |
| 30D | +5.7% | +16.0% | -10.3% | +3.4% |
| 3M | -8.3% | -12.8% | +4.5% | -6.6% |
| 6M | -2.4% | -15.4% | +13.0% | -0.4% |
| YTD | +9.0% | -15.7% | +24.7% | +10.9% |
| 1Y | +9.2% | +6.1% | +3.1% | +8.0% |
| All | +19.3% | +134.9% | -115.5% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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