+430.6%
AAOI vs AXP
+402.3%
+28.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.8% | -4.4% |
| 7D | +12.7% | -2.1% | +14.8% | +14.2% |
| 30D | -46.0% | +2.7% | -48.6% | -46.8% |
| 3M | -61.7% | -7.3% | -54.4% | -60.2% |
| 6M | -71.9% | +1.8% | -73.7% | -72.5% |
| YTD | +51.6% | -13.1% | +64.7% | +58.5% |
| 1Y | +120.8% | -13.7% | +134.5% | +133.4% |
| 3Y | +464.3% | +113.1% | +351.2% | +284.2% |
| 5Y | +769.2% | +85.9% | +683.3% | +523.6% |
| 10Y | +111.7% | +416.7% | -305.0% | -19.0% |
| All | +430.6% | +402.3% | +28.3% | +130.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling