+5,436.0%
HON vs KR
+4,483.4%
+952.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.5% |
| 7D | -3.5% | -0.2% | -3.3% | -3.4% |
| 30D | -13.8% | +5.1% | -18.8% | -14.7% |
| 3M | -11.7% | -8.2% | -3.5% | -10.4% |
| 6M | -18.7% | -18.0% | -0.7% | -15.9% |
| YTD | +0.2% | -4.8% | +5.0% | +0.3% |
| 1Y | -3.1% | -11.0% | +8.0% | -1.8% |
| 3Y | +17.0% | +37.7% | -20.7% | +7.1% |
| 5Y | +2.0% | +52.8% | -50.8% | -10.0% |
| 10Y | +135.4% | +128.8% | +6.6% | +80.3% |
| All | +5,436.0% | +4,483.4% | +952.6% | +2,165.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling