+156.2%
HON vs ASX
+985.1%
-828.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -1.0% |
| 7D | +3.6% | +22.1% | -18.6% | -0.7% |
| 30D | +7.8% | -23.8% | +31.6% | +12.7% |
| 3M | -4.8% | -7.6% | +2.8% | -4.8% |
| 6M | -1.7% | +6.9% | -8.6% | -6.7% |
| YTD | +10.7% | +127.7% | -117.0% | -12.5% |
| 1Y | +7.8% | +144.5% | -136.8% | -16.4% |
| 3Y | +28.1% | +377.8% | -349.7% | -19.0% |
| 5Y | +12.2% | +498.2% | -486.1% | -35.2% |
| All | +156.2% | +985.1% | -828.9% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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