-6.7%
AXP vs AHR
+26.3%
-33.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +2.2% |
| 7D | +4.6% | +9.5% | -4.8% | +4.9% |
| 30D | +9.7% | +11.7% | -2.0% | +10.2% |
| 3M | -3.8% | +4.0% | -7.8% | -3.8% |
| 6M | +4.8% | +13.5% | -8.7% | +5.3% |
| YTD | -9.1% | +21.6% | -30.7% | -7.3% |
| 1Y | -6.7% | +25.1% | -31.8% | -5.6% |
| All | -6.7% | +26.3% | -33.0% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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