+115.4%
AXP vs AMCR
+15.1%
+100.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-07 to 2026-09-07.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -2.1% | -1.9% | -0.2% | -1.6% |
| 30D | -6.5% | -4.1% | -2.5% | -5.5% |
| 3M | +4.6% | +21.7% | -17.0% | -0.9% |
| 6M | +5.4% | +1.5% | +3.9% | +4.5% |
| YTD | -11.1% | +13.1% | -24.2% | -15.4% |
| 1Y | -0.3% | +16.5% | -16.8% | -6.2% |
| All | +115.4% | +15.1% | +100.4% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2023-09-07 to 2026-09-07: compounded portfolio wealth divided by compounded AMCR 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…
2023-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling