+132,150.6%
AAPL vs AXP
+6,654.6%
+125,495.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -0.7% |
| 7D | -1.4% | +0.4% | -1.7% | -1.5% |
| 30D | +3.2% | +7.0% | -3.9% | +0.6% |
| 3M | +10.8% | -6.6% | +17.4% | +13.3% |
| 6M | +21.3% | +3.5% | +17.9% | +19.2% |
| YTD | +26.9% | -11.2% | +38.1% | +31.1% |
| 1Y | +27.9% | -10.2% | +38.0% | +31.4% |
| 3Y | +97.5% | +120.0% | -22.6% | +45.0% |
| 5Y | +132.9% | +95.6% | +37.3% | +76.1% |
| 10Y | +1,275.7% | +468.1% | +807.6% | +576.3% |
| All | +132,150.6% | +6,654.6% | +125,495.9% | +24,352.2% |
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 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