+1.5%
HON vs AVTR
-64.6%
+66.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -3.5% | -1.1% | -2.4% | -3.3% |
| 30D | -13.8% | +6.3% | -20.1% | -14.7% |
| 3M | -11.7% | +53.3% | -65.0% | -18.7% |
| 6M | -18.7% | +78.6% | -97.4% | -27.5% |
| YTD | +0.2% | +29.2% | -29.0% | -5.5% |
| 1Y | -3.1% | +13.8% | -16.9% | -7.5% |
| 3Y | +17.0% | -27.4% | +44.4% | +18.1% |
| All | +1.5% | -64.6% | +66.1% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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