+683.0%
HON vs MKSI
+2,175.0%
-1,492.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.8% |
| 7D | -2.6% | +4.9% | -7.5% | -3.6% |
| 30D | -11.9% | -11.0% | -0.9% | -9.8% |
| 3M | -6.1% | -17.1% | +11.0% | -3.9% |
| 6M | -19.2% | +16.4% | -35.6% | -23.8% |
| YTD | +0.2% | +64.3% | -64.1% | -12.9% |
| 1Y | -1.5% | +137.7% | -139.2% | -22.0% |
| 3Y | +17.9% | +189.1% | -171.2% | -15.8% |
| 5Y | +1.9% | +83.1% | -81.2% | -22.3% |
| 10Y | +135.2% | +509.4% | -374.2% | +27.8% |
| All | +683.0% | +2,175.0% | -1,492.0% | +231.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling