+138.6%
AAOI vs AXP
-12.6%
+151.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.3% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -42.1% | +4.4% | -46.6% | -40.7% |
| 3M | -61.6% | -6.4% | -55.2% | -62.7% |
| 6M | -77.6% | +4.2% | -81.8% | -76.6% |
| YTD | +43.1% | -12.4% | +55.5% | +47.0% |
| 1Y | +138.6% | -11.1% | +149.7% | +147.0% |
| All | +138.6% | -12.6% | +151.2% | +147.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling