-10.2%
AXP vs ALK
-4.4%
-5.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +1.0% | -1.5% |
| 7D | +0.4% | +7.1% | -6.7% | -1.3% |
| 30D | +7.0% | -3.0% | +10.0% | +7.5% |
| 3M | -6.6% | -25.6% | +19.1% | -0.3% |
| 6M | +3.5% | +0.5% | +3.0% | +1.8% |
| YTD | -11.2% | -23.1% | +11.9% | -5.0% |
| 1Y | -10.2% | -7.5% | -2.6% | -11.6% |
| All | -10.2% | -4.4% | -5.8% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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