+132.1%
HON vs RRC
+6.5%
+125.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.4% |
| 7D | -2.6% | -1.2% | -1.5% | -2.5% |
| 30D | -11.9% | +3.0% | -14.9% | -12.2% |
| 3M | -6.1% | +7.3% | -13.4% | -6.9% |
| 6M | -19.2% | +3.6% | -22.8% | -19.8% |
| YTD | +0.2% | +19.4% | -19.2% | -2.1% |
| 1Y | -1.5% | +21.4% | -22.9% | -4.1% |
| 3Y | +17.9% | +32.8% | -14.8% | +12.7% |
| 5Y | +1.9% | +152.0% | -150.0% | -11.3% |
| All | +132.1% | +6.5% | +125.6% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling