+5,634.3%
HON vs KEY
+1,050.5%
+4,583.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | -3.6% | +2.2% | -5.8% | -4.2% |
| 30D | -15.3% | -3.0% | -12.2% | -14.5% |
| 3M | -7.9% | +3.3% | -11.2% | -8.8% |
| 6M | -18.1% | +9.2% | -27.2% | -20.2% |
| YTD | +3.8% | +10.6% | -6.8% | +0.6% |
| 1Y | +0.5% | +20.4% | -19.9% | -5.3% |
| 3Y | +19.8% | +121.8% | -102.1% | -8.0% |
| 5Y | +2.9% | +41.1% | -38.2% | -14.2% |
| 10Y | +134.6% | +168.5% | -33.9% | +53.3% |
| All | +5,634.3% | +1,050.5% | +4,583.8% | +1,791.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling