+70.7%
AXP vs AMIX
-99.9%
+170.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.0% | +5.2% | +2.2% |
| 7D | +4.6% | -25.1% | +29.7% | +4.7% |
| 30D | +9.7% | -54.5% | +64.3% | +10.0% |
| 3M | -3.8% | -91.7% | +88.0% | -3.1% |
| 6M | +4.8% | -79.4% | +84.2% | +4.7% |
| YTD | -9.1% | -86.1% | +77.0% | -8.9% |
| 1Y | -6.7% | -91.6% | +84.9% | -6.2% |
| All | +70.7% | -99.9% | +170.7% | +80.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling