+1,008.2%
HON vs ASX
+3,515.0%
-2,506.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.9% |
| 7D | -3.6% | -0.7% | -2.9% | -3.4% |
| 30D | -15.3% | +2.0% | -17.3% | -15.8% |
| 3M | -7.9% | -1.3% | -6.6% | -9.2% |
| 6M | -18.1% | +71.4% | -89.5% | -29.6% |
| YTD | +3.8% | +135.3% | -131.5% | -17.6% |
| 1Y | +0.5% | +267.5% | -267.0% | -28.9% |
| 3Y | +19.8% | +388.5% | -368.7% | -23.1% |
| 5Y | +2.9% | +417.1% | -414.2% | -36.8% |
| 10Y | +134.6% | +872.7% | -738.1% | +16.1% |
| All | +1,008.2% | +3,515.0% | -2,506.8% | +199.7% |
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