+4,224.1%
KO vs HON
+5,490.3%
-1,266.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.7% |
| 7D | -1.1% | -2.6% | +1.5% | -0.5% |
| 30D | +1.6% | -11.9% | +13.4% | +4.7% |
| 3M | +5.8% | -6.1% | +11.8% | +6.9% |
| 6M | +14.3% | -19.2% | +33.5% | +19.6% |
| YTD | +27.3% | +0.2% | +27.2% | +26.1% |
| 1Y | +33.2% | -1.5% | +34.7% | +32.2% |
| 3Y | +64.5% | +17.9% | +46.5% | +54.4% |
| 5Y | +83.1% | +1.9% | +81.2% | +77.2% |
| 10Y | +183.9% | +135.2% | +48.7% | +123.3% |
| All | +4,224.1% | +5,490.3% | -1,266.2% | +1,281.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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