+17.0%
HON vs KR
+33.5%
-16.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.1% |
| 7D | -3.5% | -0.2% | -3.3% | -3.5% |
| 30D | -13.8% | +5.1% | -18.8% | -14.0% |
| 3M | -11.7% | -8.2% | -3.5% | -11.3% |
| 6M | -18.7% | -18.0% | -0.7% | -17.6% |
| YTD | +0.2% | -4.8% | +5.0% | -0.6% |
| 1Y | -3.1% | -11.0% | +8.0% | -3.1% |
| 3Y | +17.0% | +37.7% | -20.7% | +7.7% |
| All | +17.0% | +33.5% | -16.5% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling