-55.4%
APP vs AXP
-6.4%
-49.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.2% | +8.5% | +9.0% |
| 7D | +4.5% | +4.6% | -0.1% | +1.2% |
| 30D | -3.6% | +9.7% | -13.4% | -10.0% |
| 3M | -35.3% | -3.8% | -31.5% | -33.3% |
| 6M | -42.8% | +4.8% | -47.6% | -44.8% |
| YTD | -59.7% | -9.1% | -50.6% | -58.8% |
| 1Y | -55.4% | -6.7% | -48.7% | -54.5% |
| All | -55.4% | -6.4% | -49.0% | -54.5% |
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 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