+1,298.1%
AAOI vs AXP
+115.4%
+1,182.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -2.2% |
| 7D | +4.7% | -2.5% | +7.1% | +6.8% |
| 30D | -18.7% | -5.0% | -13.7% | -15.7% |
| 3M | -33.7% | +1.4% | -35.1% | -34.9% |
| 6M | -2.4% | +6.0% | -8.4% | -8.6% |
| YTD | +209.6% | -12.3% | +221.9% | +228.1% |
| 1Y | +355.0% | +0.3% | +354.7% | +324.0% |
| 3Y | +814.7% | +111.7% | +703.0% | +455.1% |
| 5Y | +1,298.1% | +114.5% | +1,183.5% | +681.8% |
| All | +1,298.1% | +115.4% | +1,182.7% | +681.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling