+155.8%
HON vs RRC
+73.1%
+82.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | +1.4% | +6.4% | -5.0% | +0.8% |
| 30D | +7.5% | +23.9% | -16.4% | +5.0% |
| 3M | -4.3% | +30.2% | -34.5% | -7.1% |
| 6M | -1.5% | +26.3% | -27.8% | -4.3% |
| YTD | +10.5% | +48.1% | -37.5% | +5.4% |
| 1Y | +8.5% | +37.7% | -29.1% | +4.2% |
| 3Y | +28.0% | +60.3% | -32.3% | +19.8% |
| 5Y | +12.0% | +135.3% | -123.3% | -1.8% |
| All | +155.8% | +73.1% | +82.8% | +84.0% |
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