+464.9%
AXP vs AGI
+373.6%
+91.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | +0.6% | +4.4% | -3.8% | +0.5% |
| 30D | -4.3% | +10.0% | -14.3% | -4.6% |
| 3M | +4.7% | +1.7% | +3.0% | +4.6% |
| 6M | +9.0% | -26.8% | +35.8% | +9.4% |
| YTD | -11.1% | -5.3% | -5.8% | -11.3% |
| 1Y | +1.3% | +11.5% | -10.2% | +0.7% |
| 3Y | +114.5% | +212.9% | -98.4% | +108.0% |
| 5Y | +118.0% | +388.8% | -270.7% | +110.0% |
| 10Y | +464.9% | +383.6% | +81.3% | +470.7% |
| All | +464.9% | +373.6% | +91.3% | +470.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AGI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling