+138.4%
HON vs ASX
+973.8%
-835.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -2.3% |
| 7D | -0.6% | +11.1% | -11.7% | -2.8% |
| 30D | -15.4% | +9.6% | -25.0% | -17.2% |
| 3M | -9.1% | +18.6% | -27.8% | -13.8% |
| 6M | -17.1% | +92.1% | -109.2% | -30.2% |
| YTD | +1.5% | +158.5% | -157.0% | -20.6% |
| 1Y | -1.3% | +271.9% | -273.2% | -29.7% |
| 3Y | +19.5% | +465.2% | -445.7% | -25.9% |
| 5Y | +3.1% | +479.4% | -476.4% | -38.6% |
| 10Y | +138.4% | +992.0% | -853.6% | +7.1% |
| All | +138.4% | +973.8% | -835.4% | +7.1% |
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