+13.7%
HON vs AS
+120.4%
-106.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | +0.4% |
| 7D | -3.6% | -4.9% | +1.3% | -2.9% |
| 30D | -15.3% | -19.6% | +4.3% | -12.6% |
| 3M | -7.9% | -14.4% | +6.5% | -5.9% |
| 6M | -18.1% | -20.1% | +2.1% | -15.7% |
| YTD | +3.8% | -20.9% | +24.8% | +6.8% |
| 1Y | +0.5% | -21.9% | +22.3% | +3.3% |
| All | +13.7% | +120.4% | -106.7% | +7.3% |
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