+66.9%
AXP vs AMIX
-99.9%
+166.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -1.1% |
| 7D | -2.1% | -13.7% | +11.6% | -2.1% |
| 30D | -6.5% | -62.1% | +55.5% | -6.3% |
| 3M | +4.6% | -46.2% | +50.8% | +4.3% |
| 6M | +5.4% | -46.4% | +51.9% | +5.0% |
| YTD | -11.1% | -60.3% | +49.1% | -11.2% |
| 1Y | -0.3% | -79.7% | +79.4% | +0.1% |
| All | +66.9% | -99.9% | +166.8% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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