-1.3%
HON vs ASX
+275.6%
-276.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -1.9% |
| 7D | -0.6% | +11.1% | -11.7% | -1.6% |
| 30D | -15.4% | +9.6% | -25.0% | -16.2% |
| 3M | -9.1% | +18.6% | -27.8% | -11.5% |
| 6M | -17.1% | +92.1% | -109.2% | -23.6% |
| YTD | +1.5% | +158.5% | -157.0% | -7.4% |
| 1Y | -1.3% | +271.9% | -273.2% | -10.1% |
| All | -1.3% | +275.6% | -276.9% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling