+21.2%
HON vs AS
+125.3%
-104.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.0% | -1.4% |
| 7D | +3.6% | -3.6% | +7.2% | +4.1% |
| 30D | +7.8% | +3.4% | +4.4% | +7.3% |
| 3M | -4.8% | -8.6% | +3.8% | -3.6% |
| 6M | -1.7% | -10.0% | +8.4% | -0.3% |
| YTD | +10.7% | -19.2% | +29.9% | +13.4% |
| 1Y | +7.8% | -3.8% | +11.6% | +8.0% |
| All | +21.2% | +125.3% | -104.1% | +13.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling