+4.0%
HON vs ASX
+472.4%
-468.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.1% | -6.7% | -1.7% |
| 7D | -0.8% | +6.3% | -7.1% | -1.9% |
| 30D | -15.2% | +6.4% | -21.6% | -16.2% |
| 3M | -6.0% | +13.1% | -19.1% | -9.1% |
| 6M | -14.9% | +90.3% | -105.2% | -26.2% |
| YTD | +3.2% | +149.6% | -146.5% | -15.4% |
| 1Y | 0.0% | +249.2% | -249.2% | -23.8% |
| 3Y | +21.5% | +445.9% | -424.4% | -19.3% |
| 5Y | +4.0% | +477.7% | -473.7% | -35.5% |
| All | +4.0% | +472.4% | -468.4% | -35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling