+405.8%
AAOI vs AXP
+468.6%
-62.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.1% |
| 7D | +2.9% | -2.8% | +5.7% | +4.7% |
| 30D | -23.1% | -5.9% | -17.2% | -20.5% |
| 3M | -41.0% | +2.6% | -43.7% | -42.1% |
| 6M | -14.3% | +6.4% | -20.7% | -18.3% |
| YTD | +196.3% | -12.6% | +208.9% | +209.8% |
| 1Y | +272.6% | +0.2% | +272.4% | +257.7% |
| 3Y | +775.3% | +110.9% | +664.4% | +506.6% |
| 5Y | +1,290.2% | +114.7% | +1,175.5% | +833.3% |
| All | +405.8% | +468.6% | -62.8% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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