+552.6%
HON vs BLK
+12,998.0%
-12,445.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.5% |
| 7D | -3.5% | -3.3% | -0.2% | -2.2% |
| 30D | -13.8% | -6.5% | -7.2% | -11.5% |
| 3M | -11.7% | +6.7% | -18.4% | -14.2% |
| 6M | -18.7% | +14.7% | -33.5% | -23.4% |
| YTD | +0.2% | +2.5% | -2.3% | -1.6% |
| 1Y | -3.1% | -2.8% | -0.3% | -3.1% |
| 3Y | +17.0% | +65.9% | -48.9% | -6.2% |
| 5Y | +2.0% | +33.0% | -30.9% | -12.4% |
| 10Y | +135.4% | +281.2% | -145.8% | +34.2% |
| All | +552.6% | +12,998.0% | -12,445.4% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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