-11.2%
AXP vs AMC
+24.6%
-35.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -7.1% |
| 6M | +0.3% | +91.5% | -91.2% | -4.8% |
| YTD | -12.3% | +101.3% | -113.5% | -18.6% |
| 1Y | -11.2% | +20.8% | -32.0% | -10.0% |
| All | -11.2% | +24.6% | -35.8% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling