+17.0%
HON vs MKSI
+190.8%
-173.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | -3.5% | +2.7% | -6.1% | -3.8% |
| 30D | -13.8% | -12.8% | -1.0% | -12.2% |
| 3M | -11.7% | -22.5% | +10.8% | -9.7% |
| 6M | -18.7% | +19.4% | -38.1% | -22.2% |
| YTD | +0.2% | +67.7% | -67.5% | -8.8% |
| 1Y | -3.1% | +131.4% | -134.5% | -16.4% |
| 3Y | +17.0% | +197.3% | -180.4% | -8.7% |
| All | +17.0% | +190.8% | -173.9% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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