+4.0%
HON vs KEY
+39.4%
-35.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.2% |
| 7D | -0.8% | +2.7% | -3.6% | -1.5% |
| 30D | -15.2% | -3.2% | -12.0% | -14.5% |
| 3M | -6.0% | +1.0% | -6.9% | -6.2% |
| 6M | -14.9% | +11.9% | -26.8% | -17.2% |
| YTD | +3.2% | +8.7% | -5.6% | +1.0% |
| 1Y | 0.0% | +18.5% | -18.4% | -4.2% |
| 3Y | +21.5% | +124.0% | -102.5% | -0.8% |
| 5Y | +4.0% | +40.8% | -36.8% | -6.1% |
| All | +4.0% | +39.4% | -35.4% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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