+59.9%
AXP vs AHR
+404.3%
-344.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.7% |
| 7D | -1.1% | +9.6% | -10.7% | -2.8% |
| 30D | +5.2% | +16.1% | -10.8% | +2.2% |
| 3M | -4.6% | +4.4% | -9.0% | -5.5% |
| 6M | +3.2% | +15.1% | -11.9% | 0.0% |
| YTD | -11.3% | +27.2% | -38.5% | -16.6% |
| 1Y | -11.0% | +21.7% | -32.8% | -15.3% |
| All | +59.9% | +404.3% | -344.4% | +12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling