+448.7%
AXP vs AMC
-98.7%
+547.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.2% | -1.3% |
| 7D | +0.6% | +2.6% | -2.0% | +0.5% |
| 30D | +5.8% | +9.0% | -3.2% | +5.4% |
| 3M | -6.0% | +22.2% | -28.2% | -6.9% |
| 6M | +0.3% | +91.5% | -91.2% | -2.9% |
| YTD | -12.3% | +101.3% | -113.5% | -15.5% |
| 1Y | -11.2% | +20.8% | -32.0% | -13.0% |
| 3Y | +117.0% | -71.3% | +188.4% | +119.1% |
| 5Y | +93.2% | -99.2% | +192.4% | +111.0% |
| All | +448.7% | -98.7% | +547.4% | +352.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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