+826.4%
AAOI vs AXP
+110.4%
+716.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -1.8% |
| 7D | +4.7% | -2.5% | +7.1% | +7.5% |
| 30D | -18.7% | -5.0% | -13.7% | -14.6% |
| 3M | -33.7% | +1.4% | -35.1% | -35.6% |
| 6M | -2.4% | +6.0% | -8.4% | -11.6% |
| YTD | +209.6% | -12.3% | +221.9% | +235.6% |
| 1Y | +355.0% | +0.3% | +354.7% | +295.0% |
| All | +826.4% | +110.4% | +716.0% | +205.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling