+1,106.6%
HON vs ASX
+3,319.4%
-2,212.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.6% | -1.1% |
| 7D | +1.9% | -9.1% | +11.0% | +3.6% |
| 30D | +9.9% | -23.6% | +33.4% | +15.4% |
| 3M | -5.8% | -5.6% | -0.2% | -6.2% |
| 6M | +3.0% | +4.7% | -1.7% | -1.9% |
| YTD | +13.1% | +122.6% | -109.5% | -10.6% |
| 1Y | +13.2% | +133.0% | -119.9% | -11.6% |
| 3Y | +30.8% | +367.1% | -336.3% | -16.5% |
| 5Y | +13.0% | +504.7% | -491.7% | -34.0% |
| 10Y | +161.3% | +887.2% | -725.9% | +26.9% |
| All | +1,106.6% | +3,319.4% | -2,212.8% | +225.3% |
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