+1,079.9%
HON vs ASX
+3,326.1%
-2,246.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.3% |
| 7D | +1.4% | +12.4% | -11.0% | -1.4% |
| 30D | +7.5% | -19.8% | +27.3% | +11.7% |
| 3M | -4.3% | -10.3% | +6.0% | -3.7% |
| 6M | -1.5% | +1.2% | -2.8% | -5.5% |
| YTD | +10.5% | +123.0% | -112.5% | -12.7% |
| 1Y | +8.5% | +145.4% | -136.9% | -16.3% |
| 3Y | +28.0% | +368.6% | -340.6% | -18.3% |
| 5Y | +12.0% | +486.0% | -474.0% | -34.1% |
| 10Y | +155.4% | +941.0% | -785.7% | +22.4% |
| All | +1,079.9% | +3,326.1% | -2,246.3% | +217.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling