-11.2%
AXP vs AMT
+9.8%
-21.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -1.2% |
| 7D | +0.6% | +0.5% | +0.1% | +0.6% |
| 30D | +5.8% | +13.6% | -7.8% | +5.8% |
| 3M | -6.0% | +11.5% | -17.5% | -6.0% |
| 6M | +0.3% | +6.9% | -6.6% | +0.4% |
| YTD | -12.3% | +10.8% | -23.1% | -12.8% |
| 1Y | -11.2% | +10.3% | -21.6% | -11.8% |
| All | -11.2% | +9.8% | -21.1% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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